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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 | $86,008 | $58,057+48.1% | $97,032-11.4% | $86,983-1.1% |
| Participation rate | 48.1% | 60.4%-12.2pp | 71.6%-23.4pp | 69.5%-21.4pp |
| Annual return | 15.74% | 22.26%-6.5pp | 35.38%-19.6pp | 25.83%-10.1pp |
| Employer contribution / active EE | $619 | $1,663-62.8% | $2,629-76.5% | $2,584-76.1% |
| Participant deferral / active EE | $875 | $3,244-73.0% | $4,672-81.3% | $4,194-79.1% |
| Admin fee / account holder | $764 | $4,839-84.2% | $9,418-91.9% | $7,856-90.3% |