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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 | $54,167 | $35,183+54.0% | $73,550-26.4% | $70,126-22.8% |
| Participation rate | 29.8% | 42.9%-13.1pp | 54.9%-25.1pp | 69.5%-39.8pp |
| Annual return | 17.95% | 26.90%-8.9pp | -15.16%+33.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $197 | $709-72.1% | $1,219-83.8% | $2,343-91.6% |
| Participant deferral / active EE | $749 | $1,220-38.6% | $1,804-58.5% | $3,332-77.5% |
| Admin fee / account holder | $824 | $2,302-64.2% | $2,320-64.5% | $4,645-82.3% |