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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 | $72,568 | $50,972+42.4% | $88,632-18.1% | $72,976-0.6% |
| Participation rate | 43.3% | 63.4%-20.1pp | 68.8%-25.4pp | 69.5%-26.2pp |
| Annual return | 17.83% | 29.62%-11.8pp | 43.75%-25.9pp | 81.02%-63.2pp |
| Employer contribution / active EE | $538 | $1,475-63.5% | $2,101-74.4% | $2,440-77.9% |
| Participant deferral / active EE | $1,292 | $2,230-42.1% | $2,917-55.7% | $3,608-64.2% |
| Admin fee / account holder | $876 | $3,230-72.9% | $4,308-79.7% | $5,124-82.9% |