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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 | $70,315 | $41,016+71.4% | $152,093-53.8% | $64,097+9.7% |
| Participation rate | 20.6% | 51.3%-30.8pp | 77.8%-57.2pp | 55.2%-34.6pp |
| Annual return | 15.28% | 39.60%-24.3pp | 66.36%-51.1pp | 34.64%-19.4pp |
| Employer contribution / active EE | $443 | $1,342-67.0% | $4,175-89.4% | $1,891-76.6% |
| Participant deferral / active EE | $1,195 | $1,927-38.0% | $5,451-78.1% | $3,080-61.2% |
| Admin fee / account holder | $2,245 | $2,305-2.6% | $14,497-84.5% | $3,454-35.0% |