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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 | $60,442+35.5% | $96,754-15.4% | $87,485-6.4% |
| Participation rate | 28.3% | 58.7%-30.4pp | 70.3%-41.9pp | 68.9%-40.6pp |
| Annual return | 18.62% | 21.97%-3.4pp | 82.04%-63.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $595 | $1,691-64.8% | $2,679-77.8% | $2,596-77.1% |
| Participant deferral / active EE | $1,130 | $3,280-65.6% | $4,758-76.3% | $4,274-73.6% |
| Admin fee / account holder | $405 | $5,069-92.0% | $8,905-95.5% | $7,775-94.8% |