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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 | $77,565 | $58,848+31.8% | $88,179-12.0% | $82,637-6.1% |
| Participation rate | 12.2% | 57.9%-45.7pp | 69.1%-57.0pp | 68.1%-55.9pp |
| Annual return | 19.83% | 22.76%-2.9pp | 64.97%-45.1pp | 53.51%-33.7pp |
| Employer contribution / active EE | $390 | $1,678-76.8% | $2,549-84.7% | $2,552-84.7% |
| Participant deferral / active EE | $1,682 | $3,124-46.1% | $4,614-63.5% | $4,126-59.2% |
| Admin fee / account holder | $3,995 | $4,795-16.7% | $7,673-47.9% | $7,339-45.6% |