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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 | $98,478 | $52,678+86.9% | $75,784+29.9% | $59,633+65.1% |
| Participation rate | 26.3% | 67.2%-40.9pp | 75.8%-49.5pp | 68.7%-42.4pp |
| Annual return | 0.85% | 2.95%-2.1pp | 9.68%-8.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $703 | $2,193-67.9% | $3,323-78.8% | $2,203-68.1% |
| Participant deferral / active EE | $1,707 | $2,591-34.1% | $3,652-53.2% | $3,192-46.5% |
| Admin fee / account holder | $991 | $3,610-72.6% | $5,300-81.3% | $4,297-76.9% |