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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 | $84,268 | $64,501+30.6% | $108,753-22.5% | $65,306+29.0% |
| Participation rate | 17.3% | 50.8%-33.5pp | 71.1%-53.7pp | 57.7%-40.3pp |
| Annual return | 13.95% | 21.09%-7.1pp | 37.47%-23.5pp | 21.94%-8.0pp |
| Employer contribution / active EE | $678 | $1,069-36.6% | $2,427-72.1% | $1,967-65.6% |
| Participant deferral / active EE | $1,340 | $2,401-44.2% | $4,115-67.4% | $2,959-54.7% |
| Admin fee / account holder | $9,401 | $4,971+89.1% | $10,320-8.9% | $3,480+170.1% |