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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 | $73,906 | $64,010+15.5% | $108,359-31.8% | $64,340+14.9% |
| Participation rate | 39.7% | 49.4%-9.7pp | 70.1%-30.5pp | 55.2%-15.6pp |
| Annual return | 13.89% | 19.74%-5.9pp | 36.89%-23.0pp | 24.14%-10.3pp |
| Employer contribution / active EE | $248 | $1,029-75.9% | $2,399-89.7% | $1,862-86.7% |
| Participant deferral / active EE | $1,899 | $2,395-20.7% | $4,137-54.1% | $2,980-36.3% |
| Admin fee / account holder | $6,525 | $4,885+33.6% | $9,741-33.0% | $3,703+76.2% |