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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 | $82,572 | $72,269+14.3% | $101,271-18.5% | $79,852+3.4% |
| Participation rate | 55.7% | 68.5%-12.8pp | 75.8%-20.1pp | 69.6%-14.0pp |
| Annual return | 13.75% | 22.29%-8.5pp | 46.48%-32.7pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,042 | $2,692-61.3% | $3,660-71.5% | $2,471-57.9% |
| Participant deferral / active EE | $2,133 | $3,282-35.0% | $4,371-51.2% | $3,740-43.0% |
| Admin fee / account holder | $693 | $4,401-84.3% | $5,948-88.3% | $5,306-86.9% |