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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 | $67,081 | $46,599+44.0% | $64,101+4.7% | $75,173-10.8% |
| Participation rate | 39.1% | 65.9%-26.9pp | 72.3%-33.2pp | 67.2%-28.1pp |
| Annual return | 13.19% | 26.06%-12.9pp | 33.72%-20.5pp | 160.72%-147.5pp |
| Employer contribution / active EE | $575 | $1,975-70.9% | $2,749-79.1% | $2,671-78.5% |
| Participant deferral / active EE | $2,329 | $2,837-17.9% | $3,881-40.0% | $4,126-43.6% |
| Admin fee / account holder | $1,143 | $2,956-61.3% | $3,070-62.8% | $5,651-79.8% |