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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 | $98,635 | $69,590+41.7% | $136,867-27.9% | $94,015+4.9% |
| Participation rate | 63.6% | 66.3%-2.7pp | 74.5%-10.9pp | 70.8%-7.2pp |
| Annual return | 11.04% | 19.62%-8.6pp | 42.97%-31.9pp | 17.84%-6.8pp |
| Employer contribution / active EE | $513 | $2,396-78.6% | $3,547-85.5% | $2,790-81.6% |
| Participant deferral / active EE | $1,953 | $3,437-43.2% | $4,924-60.3% | $4,249-54.0% |
| Admin fee / account holder | $556 | $8,912-93.8% | $10,340-94.6% | $8,951-93.8% |