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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 | $143,127 | $36,140+296.0% | $73,658+94.3% | $64,340+122.5% |
| Participation rate | 8.1% | 31.0%-23.0pp | 57.0%-49.0pp | 55.2%-47.2pp |
| Annual return | 18.91% | 21.48%-2.6pp | 29.72%-10.8pp | 24.14%-5.2pp |
| Employer contribution / active EE | $263 | $443-40.7% | $1,032-74.5% | $1,862-85.9% |
| Participant deferral / active EE | $1,204 | $1,023+17.7% | $2,062-41.6% | $2,980-59.6% |
| Admin fee / account holder | $999 | $2,513-60.2% | $3,357-70.2% | $3,703-73.0% |