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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 | $80,718 | $71,057+13.6% | $93,654-13.8% | $80,874-0.2% |
| Participation rate | 37.7% | 60.4%-22.7pp | 68.7%-31.0pp | 67.6%-30.0pp |
| Annual return | 14.66% | 11.26%+3.4pp | 133.34%-118.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $646 | $1,564-58.7% | $2,421-73.3% | $2,756-76.5% |
| Participant deferral / active EE | $1,239 | $4,034-69.3% | $4,413-71.9% | $4,297-71.2% |
| Admin fee / account holder | $1,002 | $6,944-85.6% | $8,282-87.9% | $6,935-85.5% |