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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 | $62,551 | $57,073+9.6% | $85,126-26.5% | $80,925-22.7% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.7%-47.7pp |
| Annual return | 16.21% | 21.69%-5.5pp | 66.63%-50.4pp | 35.65%-19.4pp |
| Employer contribution / active EE | $534 | $1,801-70.4% | $2,731-80.5% | $2,756-80.6% |
| Participant deferral / active EE | $1,330 | $3,113-57.3% | $4,523-70.6% | $4,299-69.1% |
| Admin fee / account holder | $2,713 | $4,988-45.6% | $6,160-56.0% | $6,940-60.9% |