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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 | $62,887 | $59,220+6.2% | $96,570-34.9% | $79,391-20.8% |
| Participation rate | 38.4% | 61.9%-23.5pp | 69.8%-31.4pp | 70.7%-32.3pp |
| Annual return | 17.26% | 27.08%-9.8pp | 37.79%-20.5pp | 116.88%-99.6pp |
| Employer contribution / active EE | $877 | $1,216-27.9% | $2,357-62.8% | $2,428-63.9% |
| Participant deferral / active EE | $1,576 | $2,948-46.6% | $3,849-59.1% | $4,046-61.1% |
| Admin fee / account holder | $7,373 | $659+1019.6% | $6,182+19.3% | $627+1076.8% |