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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 | $144,392 | $37,446+285.6% | $77,552+86.2% | $79,856+80.8% |
| Participation rate | 28.3% | 41.5%-13.2pp | 54.2%-25.9pp | 69.6%-41.3pp |
| Annual return | 15.68% | 39.76%-24.1pp | 54.82%-39.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $305 | $637-52.2% | $987-69.1% | $2,471-87.7% |
| Participant deferral / active EE | $831 | $1,261-34.1% | $1,861-55.4% | $3,741-77.8% |
| Admin fee / account holder | $1,814 | $2,506-27.6% | $2,859-36.6% | $5,306-65.8% |