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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 | $75,098 | $54,541+37.7% | $78,778-4.7% | $70,126+7.1% |
| Participation rate | 37.5% | 60.8%-23.3pp | 69.2%-31.7pp | 69.5%-32.0pp |
| Annual return | 18.68% | 21.07%-2.4pp | 35.62%-16.9pp | 73.15%-54.5pp |
| Employer contribution / active EE | $795 | $1,089-27.0% | $1,986-60.0% | $2,343-66.1% |
| Participant deferral / active EE | $1,334 | $2,210-39.7% | $2,958-54.9% | $3,332-60.0% |
| Admin fee / account holder | $580 | $3,709-84.3% | $5,134-88.7% | $4,645-87.5% |