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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 | $75,154 | $64,010+17.4% | $108,359-30.6% | $64,340+16.8% |
| Participation rate | 33.3% | 49.4%-16.0pp | 70.1%-36.8pp | 55.2%-21.9pp |
| Annual return | 14.78% | 19.74%-5.0pp | 36.89%-22.1pp | 24.14%-9.4pp |
| Employer contribution / active EE | $241 | $1,029-76.6% | $2,399-90.0% | $1,862-87.1% |
| Participant deferral / active EE | $1,632 | $2,395-31.9% | $4,137-60.5% | $2,980-45.2% |
| Admin fee / account holder | $2,823 | $4,885-42.2% | $9,741-71.0% | $3,703-23.8% |