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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 | $69,213 | $57,140+21.1% | $85,240-18.8% | $80,959-14.5% |
| Participation rate | 23.3% | 56.4%-33.1pp | 67.5%-44.2pp | 67.7%-44.3pp |
| Annual return | 12.08% | 21.71%-9.6pp | 66.75%-54.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $612 | $1,802-66.1% | $2,735-77.6% | $2,757-77.8% |
| Participant deferral / active EE | $1,528 | $3,115-51.0% | $4,527-66.3% | $4,300-64.5% |
| Admin fee / account holder | $4,352 | $4,992-12.8% | $6,165-29.4% | $6,925-37.2% |