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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 | $71,528 | $57,119+25.2% | $85,187-16.0% | $80,935-11.6% |
| Participation rate | 14.3% | 56.4%-42.1pp | 67.5%-53.2pp | 67.7%-53.4pp |
| Annual return | 27.08% | 21.70%+5.4pp | 66.67%-39.6pp | 35.66%-8.6pp |
| Employer contribution / active EE | $337 | $1,802-81.3% | $2,732-87.7% | $2,757-87.8% |
| Participant deferral / active EE | $817 | $3,115-73.8% | $4,525-81.9% | $4,299-81.0% |
| Admin fee / account holder | $1,923 | $4,990-61.5% | $6,162-68.8% | $6,924-72.2% |