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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 | $70,868 | $58,057+22.1% | $97,032-27.0% | $86,983-18.5% |
| Participation rate | 8.6% | 60.4%-51.8pp | 71.6%-63.0pp | 69.5%-61.0pp |
| Annual return | 17.99% | 22.26%-4.3pp | 35.38%-17.4pp | 25.83%-7.8pp |
| Employer contribution / active EE | $153 | $1,663-90.8% | $2,629-94.2% | $2,584-94.1% |
| Participant deferral / active EE | $1,085 | $3,244-66.6% | $4,672-76.8% | $4,194-74.1% |
| Admin fee / account holder | $1,143 | $4,839-76.4% | $9,418-87.9% | $7,856-85.5% |