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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 | $82,048 | $36,140+127.0% | $73,658+11.4% | $64,340+27.5% |
| Participation rate | 21.2% | 31.0%-9.8pp | 57.0%-35.8pp | 55.2%-34.0pp |
| Annual return | 14.24% | 21.48%-7.2pp | 29.72%-15.5pp | 24.14%-9.9pp |
| Employer contribution / active EE | $307 | $443-30.7% | $1,032-70.2% | $1,862-83.5% |
| Participant deferral / active EE | $1,118 | $1,023+9.3% | $2,062-45.8% | $2,980-62.5% |
| Admin fee / account holder | $317 | $2,513-87.4% | $3,357-90.5% | $3,703-91.4% |