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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 | $85,353 | $73,988+15.4% | $96,538-11.6% | $75,177+13.5% |
| Participation rate | 39.6% | 66.4%-26.8pp | 74.3%-34.8pp | 67.2%-27.6pp |
| Annual return | 18.23% | 26.73%-8.5pp | 35.74%-17.5pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,067 | $2,930-63.6% | $3,740-71.5% | $2,671-60.1% |
| Participant deferral / active EE | $2,161 | $3,660-41.0% | $4,880-55.7% | $4,126-47.6% |
| Admin fee / account holder | $1,212 | $5,220-76.8% | $6,737-82.0% | $5,651-78.6% |