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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 | $82,261 | $62,672+31.3% | $185,117-55.6% | $70,126+17.3% |
| Participation rate | 40.6% | 63.8%-23.2pp | 77.3%-36.6pp | 69.5%-28.9pp |
| Annual return | 21.35% | 40.79%-19.4pp | 40.50%-19.1pp | 73.15%-51.8pp |
| Employer contribution / active EE | $626 | $1,753-64.3% | $4,182-85.0% | $2,343-73.3% |
| Participant deferral / active EE | $2,194 | $3,272-32.9% | $5,045-56.5% | $3,332-34.2% |
| Admin fee / account holder | $658 | $3,932-83.3% | $8,159-91.9% | $4,645-85.8% |