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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 | $83,090 | $57,541+44.4% | $95,759-13.2% | $75,177+10.5% |
| Participation rate | 24.2% | 62.5%-38.3pp | 72.3%-48.0pp | 67.2%-43.0pp |
| Annual return | 17.07% | 34.93%-17.9pp | 28.42%-11.4pp | 160.75%-143.7pp |
| Employer contribution / active EE | $462 | $1,808-74.5% | $2,836-83.7% | $2,671-82.7% |
| Participant deferral / active EE | $1,696 | $3,074-44.8% | $4,244-60.0% | $4,126-58.9% |
| Admin fee / account holder | $516 | $4,099-87.4% | $5,678-90.9% | $5,651-90.9% |