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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 | $81,960 | $81,331+0.8% | $155,534-47.3% | $80,935+1.3% |
| Participation rate | 13.5% | 66.3%-52.8pp | 78.2%-64.8pp | 67.7%-54.2pp |
| Annual return | 17.68% | 33.37%-15.7pp | 64.92%-47.2pp | 35.66%-18.0pp |
| Employer contribution / active EE | $608 | $3,105-80.4% | $4,675-87.0% | $2,757-77.9% |
| Participant deferral / active EE | $1,413 | $3,454-59.1% | $5,630-74.9% | $4,299-67.1% |
| Admin fee / account holder | $3,760 | $7,999-53.0% | $15,900-76.4% | $6,924-45.7% |