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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 | $74,107 | $64,890+14.2% | $134,172-44.8% | $67,986+9.0% |
| Participation rate | 22.2% | 48.5%-26.4pp | 72.5%-50.3pp | 57.2%-35.0pp |
| Annual return | 15.91% | 16.12%-0.2pp | 25.30%-9.4pp | 31.67%-15.8pp |
| Employer contribution / active EE | $391 | $1,360-71.3% | $3,420-88.6% | $2,019-80.7% |
| Participant deferral / active EE | $821 | $2,289-64.1% | $4,690-82.5% | $3,358-75.6% |
| Admin fee / account holder | $3,081 | $3,140-1.9% | $12,016-74.4% | $3,203-3.8% |