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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 | $75,541+7.8% | $152,093-46.4% | $82,637-1.4% |
| Participation rate | 27.9% | 66.5%-38.7pp | 77.8%-49.9pp | 68.1%-40.2pp |
| Annual return | 16.03% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $591 | $2,622-77.5% | $4,175-85.8% | $2,552-76.8% |
| Participant deferral / active EE | $1,167 | $3,206-63.6% | $5,451-78.6% | $4,126-71.7% |
| Admin fee / account holder | $1,875 | $6,405-70.7% | $14,497-87.1% | $7,339-74.4% |