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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 | $82,237 | $75,541+8.9% | $152,093-45.9% | $82,637-0.5% |
| Participation rate | 21.3% | 66.5%-45.3pp | 77.8%-56.5pp | 68.1%-46.8pp |
| Annual return | 17.30% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $936 | $2,622-64.3% | $4,175-77.6% | $2,552-63.3% |
| Participant deferral / active EE | $1,855 | $3,206-42.1% | $5,451-66.0% | $4,126-55.0% |
| Admin fee / account holder | $3,067 | $6,405-52.1% | $14,497-78.8% | $7,339-58.2% |