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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,731 | $108,226-28.2% | $77,513+0.3% | $158,950-51.1% |
| Participation rate | 16.7% | 64.4%-47.8pp | 54.2%-37.5pp | 82.0%-65.3pp |
| Annual return | 17.04% | 31.67%-14.6pp | 54.81%-37.8pp | 302.91%-285.9pp |
| Employer contribution / active EE | $229 | $1,325-82.7% | $987-76.7% | $4,762-95.2% |
| Participant deferral / active EE | $1,232 | $2,456-49.8% | $1,861-33.8% | $5,983-79.4% |
| Admin fee / account holder | $1,406 | $3,710-62.1% | $2,859-50.8% | $11,248-87.5% |