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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 | $83,516 | $67,602+23.5% | $82,312+1.5% | $70,126+19.1% |
| Participation rate | 32.1% | 72.8%-40.6pp | 76.9%-44.8pp | 69.5%-37.4pp |
| Annual return | 12.80% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.3pp |
| Employer contribution / active EE | $663 | $1,755-62.2% | $2,428-72.7% | $2,343-71.7% |
| Participant deferral / active EE | $1,467 | $2,987-50.9% | $3,706-60.4% | $3,332-56.0% |
| Admin fee / account holder | $529 | $4,512-88.3% | $5,608-90.6% | $4,645-88.6% |