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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 | $75,880 | $45,343+67.3% | $150,298-49.5% | $67,986+11.6% |
| Participation rate | 26.0% | 51.9%-25.9pp | 77.8%-51.8pp | 57.2%-31.2pp |
| Annual return | 19.90% | 33.28%-13.4pp | 62.79%-42.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $282 | $1,462-80.7% | $4,154-93.2% | $2,019-86.0% |
| Participant deferral / active EE | $1,044 | $2,055-49.2% | $5,453-80.8% | $3,358-68.9% |
| Admin fee / account holder | $1,914 | $2,250-14.9% | $14,116-86.4% | $3,203-40.3% |