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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 | $123,686 | $78,027+58.5% | $178,528-30.7% | $80,925+52.8% |
| Participation rate | 61.3% | 65.7%-4.4pp | 77.1%-15.8pp | 67.7%-6.4pp |
| Annual return | 13.33% | 18.09%-4.8pp | 27.11%-13.8pp | 35.65%-22.3pp |
| Employer contribution / active EE | $616 | $2,281-73.0% | $3,950-84.4% | $2,756-77.7% |
| Participant deferral / active EE | $2,463 | $4,408-44.1% | $6,278-60.8% | $4,299-42.7% |
| Admin fee / account holder | $677 | $7,168-90.6% | $10,419-93.5% | $6,940-90.2% |