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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 | $71,570 | $62,592+14.3% | $85,693-16.5% | $85,856-16.6% |
| Participation rate | 19.4% | 61.1%-41.7pp | 69.9%-50.4pp | 69.3%-49.9pp |
| Annual return | 17.57% | 23.77%-6.2pp | 21.49%-3.9pp | 318.58%-301.0pp |
| Employer contribution / active EE | $479 | $1,755-72.7% | $2,618-81.7% | $2,565-81.3% |
| Participant deferral / active EE | $1,293 | $2,802-53.8% | $3,923-67.0% | $3,952-67.3% |
| Admin fee / account holder | $434 | $4,643-90.7% | $6,874-93.7% | $6,261-93.1% |