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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 | $69,598 | $56,054+24.2% | $171,082-59.3% | $62,881+10.7% |
| Participation rate | 58.3% | 62.9%-4.5pp | 76.7%-18.4pp | 69.3%-11.0pp |
| Annual return | 9.45% | 22.52%-13.1pp | 32.56%-23.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $321 | $1,731-81.5% | $4,002-92.0% | $2,281-85.9% |
| Participant deferral / active EE | $1,284 | $3,158-59.3% | $4,797-73.2% | $3,203-59.9% |
| Admin fee / account holder | $1,329 | $3,647-63.5% | $8,520-84.4% | $4,296-69.1% |