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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 | $117,490 | $36,948+218.0% | $73,658+59.5% | $87,485+34.3% |
| Participation rate | 12.1% | 46.8%-34.7pp | 57.0%-45.0pp | 68.9%-56.9pp |
| Annual return | 17.40% | 28.64%-11.2pp | 29.72%-12.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $97 | $670-85.5% | $1,032-90.6% | $2,596-96.3% |
| Participant deferral / active EE | $1,749 | $1,379+26.8% | $2,062-15.2% | $4,274-59.1% |
| Admin fee / account holder | $909 | $2,531-64.1% | $3,357-72.9% | $7,775-88.3% |