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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 | $87,877 | $64,920+35.4% | $103,693-15.3% | $86,983+1.0% |
| Participation rate | 20.0% | 63.6%-43.6pp | 72.6%-52.6pp | 69.5%-49.5pp |
| Annual return | 20.46% | 30.29%-9.8pp | 47.61%-27.2pp | 25.83%-5.4pp |
| Employer contribution / active EE | $563 | $2,141-73.7% | $2,920-80.7% | $2,584-78.2% |
| Participant deferral / active EE | $1,109 | $3,241-65.8% | $4,579-75.8% | $4,194-73.6% |
| Admin fee / account holder | $372 | $6,191-94.0% | $7,858-95.3% | $7,856-95.3% |