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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 | $84,881 | $57,119+48.6% | $85,187-0.4% | $80,935+4.9% |
| Participation rate | 16.7% | 56.4%-39.7pp | 67.5%-50.9pp | 67.7%-51.0pp |
| Annual return | 17.53% | 21.70%-4.2pp | 66.67%-49.1pp | 35.66%-18.1pp |
| Employer contribution / active EE | $457 | $1,802-74.7% | $2,732-83.3% | $2,757-83.4% |
| Participant deferral / active EE | $2,609 | $3,115-16.2% | $4,525-42.3% | $4,299-39.3% |
| Admin fee / account holder | $5,337 | $4,990+7.0% | $6,162-13.4% | $6,924-22.9% |