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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 | $43,749+60.7% | $158,223-55.6% | $65,306+7.7% |
| Participation rate | 20.6% | 56.9%-36.3pp | 79.2%-58.6pp | 57.7%-37.1pp |
| Annual return | 15.28% | 19.41%-4.1pp | 52.09%-36.8pp | 21.94%-6.7pp |
| Employer contribution / active EE | $443 | $1,497-70.4% | $4,109-89.2% | $1,967-77.5% |
| Participant deferral / active EE | $1,195 | $2,019-40.8% | $5,467-78.1% | $2,959-59.6% |
| Admin fee / account holder | $2,245 | $1,930+16.3% | $16,047-86.0% | $3,480-35.5% |