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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 | $81,687 | $59,804+36.6% | $81,982-0.4% | $79,856+2.3% |
| Participation rate | 31.6% | 61.6%-30.0pp | 69.3%-37.6pp | 69.6%-38.0pp |
| Annual return | 12.74% | 17.56%-4.8pp | 41.31%-28.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $706 | $1,713-58.8% | $2,498-71.7% | $2,471-71.4% |
| Participant deferral / active EE | $1,522 | $2,695-43.5% | $3,722-59.1% | $3,741-59.3% |
| Admin fee / account holder | $1,067 | $4,288-75.1% | $5,665-81.2% | $5,306-79.9% |