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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 | $81,480 | $51,222+59.1% | $70,544+15.5% | $75,173+8.4% |
| Participation rate | 17.6% | 61.0%-43.3pp | 68.4%-50.7pp | 67.2%-49.6pp |
| Annual return | 20.24% | 30.06%-9.8pp | 32.79%-12.6pp | 160.72%-140.5pp |
| Employer contribution / active EE | $461 | $1,827-74.8% | $2,976-84.5% | $2,671-82.7% |
| Participant deferral / active EE | $1,086 | $2,850-61.9% | $4,568-76.2% | $4,126-73.7% |
| Admin fee / account holder | $3,529 | $4,096-13.8% | $6,427-45.1% | $5,651-37.5% |