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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 | $71,202 | $46,534+53.0% | $64,097+11.1% | $75,177-5.3% |
| Participation rate | 29.8% | 65.9%-36.2pp | 72.3%-42.5pp | 67.2%-37.4pp |
| Annual return | 13.03% | 26.07%-13.0pp | 33.75%-20.7pp | 160.75%-147.7pp |
| Employer contribution / active EE | $790 | $1,976-60.0% | $2,750-71.3% | $2,671-70.4% |
| Participant deferral / active EE | $1,384 | $2,835-51.2% | $3,881-64.3% | $4,126-66.5% |
| Admin fee / account holder | $694 | $2,957-76.5% | $3,070-77.4% | $5,651-87.7% |