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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 | $73,529 | $116,167-36.7% | $64,489+14.0% | $137,256-46.4% |
| Participation rate | 28.6% | 68.2%-39.6pp | 67.7%-39.1pp | 80.0%-51.4pp |
| Annual return | 12.25% | 36.55%-24.3pp | 55.03%-42.8pp | 220.34%-208.1pp |
| Employer contribution / active EE | $579 | $2,483-76.7% | $1,523-62.0% | $4,156-86.1% |
| Participant deferral / active EE | $723 | $4,215-82.8% | $2,778-74.0% | $6,407-88.7% |
| Admin fee / account holder | $417 | $6,188-93.3% | $4,260-90.2% | $12,270-96.6% |