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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 | $61,506 | $56,054+9.7% | $171,082-64.0% | $62,881-2.2% |
| Participation rate | 21.6% | 62.9%-41.3pp | 76.7%-55.1pp | 69.3%-47.7pp |
| Annual return | 9.94% | 22.52%-12.6pp | 32.56%-22.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $471 | $1,731-72.8% | $4,002-88.2% | $2,281-79.4% |
| Participant deferral / active EE | $1,043 | $3,158-67.0% | $4,797-78.3% | $3,203-67.4% |
| Admin fee / account holder | $2,622 | $3,647-28.1% | $8,520-69.2% | $4,296-39.0% |