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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 | $75,137 | $41,377+81.6% | $109,313-31.3% | $62,881+19.5% |
| Participation rate | 24.0% | 57.5%-33.5pp | 71.3%-47.3pp | 69.3%-45.3pp |
| Annual return | 5.39% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $428 | $1,276-66.5% | $3,892-89.0% | $2,281-81.2% |
| Participant deferral / active EE | $1,886 | $2,045-7.8% | $3,166-40.4% | $3,203-41.1% |
| Admin fee / account holder | $434 | $2,884-85.0% | $5,666-92.3% | $4,296-89.9% |