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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 | $80,919 | $64,890+24.7% | $134,172-39.7% | $67,986+19.0% |
| Participation rate | 20.5% | 48.5%-28.1pp | 72.5%-52.0pp | 57.2%-36.7pp |
| Annual return | 27.16% | 16.12%+11.0pp | 25.30%+1.9pp | 31.67%-4.5pp |
| Employer contribution / active EE | $661 | $1,360-51.4% | $3,420-80.7% | $2,019-67.3% |
| Participant deferral / active EE | $1,656 | $2,289-27.6% | $4,690-64.7% | $3,358-50.7% |
| Admin fee / account holder | $11,643 | $3,140+270.7% | $12,016-3.1% | $3,203+263.5% |