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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 | $69,176 | $58,057+19.2% | $97,032-28.7% | $86,983-20.5% |
| Participation rate | 31.6% | 60.4%-28.8pp | 71.6%-40.0pp | 69.5%-38.0pp |
| Annual return | 17.39% | 22.26%-4.9pp | 35.38%-18.0pp | 25.83%-8.4pp |
| Employer contribution / active EE | $663 | $1,663-60.2% | $2,629-74.8% | $2,584-74.4% |
| Participant deferral / active EE | $1,578 | $3,244-51.4% | $4,672-66.2% | $4,194-62.4% |
| Admin fee / account holder | $638 | $4,839-86.8% | $9,418-93.2% | $7,856-91.9% |