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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 | $76,362 | $76,407-0.1% | $150,298-49.2% | $82,448-7.4% |
| Participation rate | 21.9% | 66.4%-44.5pp | 77.8%-55.9pp | 68.1%-46.2pp |
| Annual return | 14.35% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $470 | $2,614-82.0% | $4,154-88.7% | $2,551-81.6% |
| Participant deferral / active EE | $839 | $3,214-73.9% | $5,453-84.6% | $4,139-79.7% |
| Admin fee / account holder | $2,513 | $6,352-60.4% | $14,116-82.2% | $7,234-65.3% |