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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 | $82,707 | $73,955+11.8% | $96,520-14.3% | $75,181+10.0% |
| Participation rate | 47.8% | 66.4%-18.6pp | 74.3%-26.5pp | 67.2%-19.4pp |
| Annual return | 22.17% | 26.72%-4.5pp | 35.72%-13.5pp | 160.69%-138.5pp |
| Employer contribution / active EE | $1,176 | $2,930-59.9% | $3,739-68.5% | $2,671-56.0% |
| Participant deferral / active EE | $2,793 | $3,659-23.7% | $4,879-42.8% | $4,126-32.3% |
| Admin fee / account holder | $615 | $5,217-88.2% | $6,733-90.9% | $5,650-89.1% |