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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 | $119,430 | $37,156+221.4% | $83,854+42.4% | $86,983+37.3% |
| Participation rate | 6.1% | 49.1%-42.9pp | 59.1%-53.0pp | 69.5%-63.4pp |
| Annual return | 17.59% | 29.88%-12.3pp | 31.39%-13.8pp | 25.83%-8.2pp |
| Employer contribution / active EE | $229 | $661-65.3% | $1,017-77.5% | $2,584-91.1% |
| Participant deferral / active EE | $1,386 | $1,418-2.2% | $2,035-31.9% | $4,194-67.0% |
| Admin fee / account holder | $1,625 | $2,510-35.2% | $3,197-49.2% | $7,856-79.3% |