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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 | $76,703 | $43,496+76.3% | $161,489-52.5% | $64,340+19.2% |
| Participation rate | 24.1% | 53.5%-29.4pp | 78.7%-54.6pp | 55.2%-31.1pp |
| Annual return | 11.70% | 20.76%-9.1pp | 89.72%-78.0pp | 24.14%-12.4pp |
| Employer contribution / active EE | $393 | $1,431-72.5% | $4,268-90.8% | $1,862-78.9% |
| Participant deferral / active EE | $847 | $1,996-57.6% | $5,630-85.0% | $2,980-71.6% |
| Admin fee / account holder | $4,610 | $2,330+97.8% | $16,006-71.2% | $3,703+24.5% |