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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 | $68,326 | $64,920+5.2% | $103,693-34.1% | $86,983-21.4% |
| Participation rate | 51.4% | 63.6%-12.2pp | 72.6%-21.2pp | 69.5%-18.1pp |
| Annual return | 13.64% | 30.29%-16.7pp | 47.61%-34.0pp | 25.83%-12.2pp |
| Employer contribution / active EE | $117 | $2,141-94.5% | $2,920-96.0% | $2,584-95.5% |
| Participant deferral / active EE | $933 | $3,241-71.2% | $4,579-79.6% | $4,194-77.8% |
| Admin fee / account holder | $1,154 | $6,191-81.4% | $7,858-85.3% | $7,856-85.3% |