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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 | $128,421 | $36,948+247.6% | $73,658+74.3% | $87,485+46.8% |
| Participation rate | 12.8% | 46.8%-34.1pp | 57.0%-44.3pp | 68.9%-56.2pp |
| Annual return | 14.54% | 28.64%-14.1pp | 29.72%-15.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $569 | $670-15.1% | $1,032-44.9% | $2,596-78.1% |
| Participant deferral / active EE | $835 | $1,379-39.5% | $2,062-59.5% | $4,274-80.5% |
| Admin fee / account holder | $1,957 | $2,531-22.7% | $3,357-41.7% | $7,775-74.8% |