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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 | $77,613 | $59,440+30.6% | $78,004-0.5% | $82,637-6.1% |
| Participation rate | 22.2% | 62.8%-40.6pp | 69.4%-47.2pp | 68.1%-45.8pp |
| Annual return | 16.80% | 40.24%-23.4pp | 31.07%-14.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $818 | $1,750-53.3% | $2,469-66.9% | $2,552-68.0% |
| Participant deferral / active EE | $2,649 | $3,138-15.6% | $4,092-35.3% | $4,126-35.8% |
| Admin fee / account holder | $2,130 | $5,504-61.3% | $7,578-71.9% | $7,339-71.0% |