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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 | $82,713 | $56,544+46.3% | $75,501+9.6% | $70,126+17.9% |
| Participation rate | 45.5% | 68.1%-22.7pp | 72.4%-26.9pp | 69.5%-24.1pp |
| Annual return | 13.88% | 23.59%-9.7pp | 27.35%-13.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $653 | $1,817-64.1% | $2,352-72.2% | $2,343-72.1% |
| Participant deferral / active EE | $1,255 | $2,580-51.4% | $3,142-60.1% | $3,332-62.3% |
| Admin fee / account holder | $2,522 | $3,827-34.1% | $5,801-56.5% | $4,645-45.7% |