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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 | $76,100 | $63,156+20.5% | $122,354-37.8% | $62,293+22.2% |
| Participation rate | 33.3% | 60.0%-26.7pp | 71.6%-38.3pp | 69.5%-36.2pp |
| Annual return | 16.16% | 20.61%-4.5pp | 30.28%-14.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $884 | $1,385-36.2% | $4,051-78.2% | $2,042-56.7% |
| Participant deferral / active EE | $1,592 | $2,321-31.4% | $3,287-51.6% | $3,169-49.8% |
| Admin fee / account holder | $7,645 | $440+1637.8% | $5,479+39.5% | $479+1494.8% |