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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 | $77,644 | $59,839+29.8% | $81,988-5.3% | $79,858-2.8% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.3%-18.0pp | 69.6%-18.4pp |
| Annual return | 13.79% | 17.56%-3.8pp | 41.31%-27.5pp | 31.72%-17.9pp |
| Employer contribution / active EE | $644 | $1,713-62.4% | $2,498-74.2% | $2,471-73.9% |
| Participant deferral / active EE | $1,720 | $2,695-36.2% | $3,722-53.8% | $3,740-54.0% |
| Admin fee / account holder | $7,153 | $4,287+66.8% | $5,665+26.3% | $5,306+34.8% |