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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 | $81,460 | $76,407+6.6% | $150,298-45.8% | $82,448-1.2% |
| Participation rate | 27.9% | 66.4%-38.5pp | 77.8%-49.9pp | 68.1%-40.2pp |
| Annual return | 16.03% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $591 | $2,614-77.4% | $4,154-85.8% | $2,551-76.8% |
| Participant deferral / active EE | $1,167 | $3,214-63.7% | $5,453-78.6% | $4,139-71.8% |
| Admin fee / account holder | $1,875 | $6,352-70.5% | $14,116-86.7% | $7,234-74.1% |