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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 | $68,276 | $57,073+19.6% | $85,126-19.8% | $80,925-15.6% |
| Participation rate | 6.7% | 56.4%-49.7pp | 67.5%-60.8pp | 67.7%-60.9pp |
| Annual return | 14.26% | 21.69%-7.4pp | 66.63%-52.4pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,175 | $1,801-34.8% | $2,731-57.0% | $2,756-57.4% |
| Participant deferral / active EE | $2,429 | $3,113-22.0% | $4,523-46.3% | $4,299-43.5% |
| Admin fee / account holder | $680 | $4,988-86.4% | $6,160-89.0% | $6,940-90.2% |