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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 | $76,237 | $44,746+70.4% | $88,179-13.5% | $64,097+18.9% |
| Participation rate | 21.8% | 39.8%-18.0pp | 69.1%-47.4pp | 55.2%-33.4pp |
| Annual return | 14.59% | 24.70%-10.1pp | 64.97%-50.4pp | 34.64%-20.0pp |
| Employer contribution / active EE | $640 | $1,078-40.6% | $2,549-74.9% | $1,891-66.1% |
| Participant deferral / active EE | $1,635 | $2,072-21.1% | $4,614-64.6% | $3,080-46.9% |
| Admin fee / account holder | $617 | $3,437-82.0% | $7,673-92.0% | $3,454-82.1% |