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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 | $123,116 | $35,183+249.9% | $73,550+67.4% | $70,126+75.6% |
| Participation rate | 6.3% | 42.9%-36.7pp | 54.9%-48.7pp | 69.5%-63.3pp |
| Annual return | 21.98% | 26.90%-4.9pp | -15.16%+37.1pp | 73.15%-51.2pp |
| Employer contribution / active EE | $126 | $709-82.2% | $1,219-89.7% | $2,343-94.6% |
| Participant deferral / active EE | $750 | $1,220-38.5% | $1,804-58.4% | $3,332-77.5% |
| Admin fee / account holder | $1,083 | $2,302-53.0% | $2,320-53.3% | $4,645-76.7% |