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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 | $81,898 | $63,949+28.1% | $129,031-36.5% | $94,015-12.9% |
| Participation rate | 28.3% | 63.4%-35.1pp | 73.4%-45.0pp | 70.8%-42.5pp |
| Annual return | 18.62% | 17.56%+1.1pp | 34.67%-16.0pp | 17.84%+0.8pp |
| Employer contribution / active EE | $595 | $1,865-68.1% | $3,226-81.5% | $2,790-78.7% |
| Participant deferral / active EE | $1,130 | $3,686-69.4% | $5,217-78.3% | $4,249-73.4% |
| Admin fee / account holder | $405 | $5,523-92.7% | $13,208-96.9% | $8,951-95.5% |