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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 | $57,061+48.8% | $85,063-0.2% | $80,911+4.9% |
| Participation rate | 16.7% | 56.3%-39.7pp | 67.5%-50.8pp | 67.6%-51.0pp |
| Annual return | 17.53% | 21.66%-4.1pp | 66.54%-49.0pp | 35.63%-18.1pp |
| Employer contribution / active EE | $457 | $1,799-74.6% | $2,727-83.3% | $2,756-83.4% |
| Participant deferral / active EE | $2,609 | $3,110-16.1% | $4,523-42.3% | $4,297-39.3% |
| Admin fee / account holder | $5,337 | $4,986+7.0% | $6,155-13.3% | $6,935-23.0% |