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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 | $68,109 | $57,352+18.8% | $83,831-18.8% | $64,173+6.1% |
| Participation rate | 42.3% | 68.6%-26.3pp | 76.1%-33.8pp | 69.6%-27.3pp |
| Annual return | 12.80% | 11.38%+1.4pp | 850.99%-838.2pp | 7.63%+5.2pp |
| Employer contribution / active EE | $886 | $2,546-65.2% | $3,631-75.6% | $2,381-62.8% |
| Participant deferral / active EE | $2,116 | $2,993-29.3% | $4,082-48.2% | $3,470-39.0% |
| Admin fee / account holder | $417 | $4,046-89.7% | $5,479-92.4% | $4,887-91.5% |