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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 | $76,008 | $36,948+105.7% | $73,658+3.2% | $87,485-13.1% |
| Participation rate | 25.0% | 46.8%-21.8pp | 57.0%-32.0pp | 68.9%-43.9pp |
| Annual return | 15.79% | 28.64%-12.8pp | 29.72%-13.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $443 | $670-33.9% | $1,032-57.1% | $2,596-83.0% |
| Participant deferral / active EE | $1,702 | $1,379+23.4% | $2,062-17.4% | $4,274-60.2% |
| Admin fee / account holder | $1,229 | $2,531-51.4% | $3,357-63.4% | $7,775-84.2% |