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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 | $76,789 | $104,650-26.6% | $83,854-8.4% | $155,188-50.5% |
| Participation rate | 12.5% | 65.1%-52.6pp | 59.1%-46.6pp | 80.8%-68.3pp |
| Annual return | 14.50% | 28.97%-14.5pp | 31.39%-16.9pp | 148.84%-134.3pp |
| Employer contribution / active EE | $368 | $1,196-69.2% | $1,017-63.8% | $4,248-91.3% |
| Participant deferral / active EE | $1,522 | $2,367-35.7% | $2,035-25.2% | $6,531-76.7% |
| Admin fee / account holder | $2,069 | $3,518-41.2% | $3,197-35.3% | $14,480-85.7% |