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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 | $86,714 | $54,541+59.0% | $78,778+10.1% | $70,124+23.7% |
| Participation rate | 25.9% | 60.8%-34.9pp | 69.2%-43.3pp | 69.5%-43.7pp |
| Annual return | 17.41% | 21.07%-3.7pp | 35.62%-18.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $519 | $1,089-52.3% | $1,986-73.9% | $2,342-77.9% |
| Participant deferral / active EE | $1,861 | $2,210-15.8% | $2,958-37.1% | $3,332-44.1% |
| Admin fee / account holder | $522 | $3,709-85.9% | $5,134-89.8% | $4,645-88.8% |