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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 | $126,834 | $36,948+243.3% | $73,658+72.2% | $87,485+45.0% |
| Participation rate | 0.0% | 46.8%-46.8pp | 57.0%-57.0pp | 68.9%-68.9pp |
| Annual return | 14.02% | 28.64%-14.6pp | 29.72%-15.7pp | 26.06%-12.0pp |
| Employer contribution / active EE | $155 | $670-76.9% | $1,032-85.0% | $2,596-94.0% |
| Participant deferral / active EE | $875 | $1,379-36.6% | $2,062-57.6% | $4,274-79.5% |
| Admin fee / account holder | $1,041 | $2,531-58.9% | $3,357-69.0% | $7,775-86.6% |