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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 | $58,627+32.4% | $76,735+1.1% | $82,448-5.9% |
| Participation rate | 22.2% | 63.2%-41.0pp | 69.5%-47.3pp | 68.1%-45.8pp |
| Annual return | 16.80% | 39.10%-22.3pp | 29.77%-13.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $818 | $1,729-52.7% | $2,454-66.7% | $2,551-67.9% |
| Participant deferral / active EE | $2,649 | $3,134-15.5% | $4,088-35.2% | $4,139-36.0% |
| Admin fee / account holder | $2,130 | $5,323-60.0% | $7,189-70.4% | $7,234-70.6% |