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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 | $80,175 | $77,094+4.0% | $173,703-53.8% | $69,733+15.0% |
| Participation rate | 8.3% | 55.7%-47.4pp | 75.9%-67.6pp | 62.5%-54.1pp |
| Annual return | 14.34% | 11.44%+2.9pp | 17.46%-3.1pp | 15.22%-0.9pp |
| Employer contribution / active EE | $263 | $1,704-84.6% | $4,288-93.9% | $2,250-88.3% |
| Participant deferral / active EE | $733 | $2,355-68.9% | $4,854-84.9% | $3,054-76.0% |
| Admin fee / account holder | $5,808 | $2,291+153.5% | $15,562-62.7% | $3,102+87.2% |