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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 | $62,511 | $54,297+15.1% | $97,032-35.6% | $65,306-4.3% |
| Participation rate | 13.8% | 42.3%-28.5pp | 71.6%-57.8pp | 57.7%-43.9pp |
| Annual return | 14.84% | 21.17%-6.3pp | 35.38%-20.5pp | 21.94%-7.1pp |
| Employer contribution / active EE | $153 | $1,365-88.8% | $2,629-94.2% | $1,967-92.2% |
| Participant deferral / active EE | $544 | $2,259-75.9% | $4,672-88.4% | $2,959-81.6% |
| Admin fee / account holder | $1,474 | $3,744-60.6% | $9,418-84.3% | $3,480-57.6% |