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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 | $80,388 | $54,757+46.8% | $90,304-11.0% | $72,975+10.2% |
| Participation rate | 21.9% | 65.2%-43.3pp | 73.3%-51.4pp | 69.5%-47.6pp |
| Annual return | 21.60% | 30.63%-9.0pp | 78.13%-56.5pp | 81.01%-59.4pp |
| Employer contribution / active EE | $250 | $2,093-88.0% | $2,855-91.2% | $2,440-89.7% |
| Participant deferral / active EE | $1,032 | $2,887-64.3% | $3,885-73.4% | $3,608-71.4% |
| Admin fee / account holder | $1,936 | $3,973-51.3% | $5,354-63.8% | $5,124-62.2% |