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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 | $64,501+14.6% | $108,753-32.0% | $65,306+13.2% |
| Participation rate | 39.7% | 50.8%-11.2pp | 71.1%-31.4pp | 57.7%-18.0pp |
| Annual return | 13.89% | 21.09%-7.2pp | 37.47%-23.6pp | 21.94%-8.1pp |
| Employer contribution / active EE | $248 | $1,069-76.8% | $2,427-89.8% | $1,967-87.4% |
| Participant deferral / active EE | $1,899 | $2,401-20.9% | $4,115-53.8% | $2,959-35.8% |
| Admin fee / account holder | $6,525 | $4,971+31.2% | $10,320-36.8% | $3,480+87.5% |