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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 | $90,382 | $37,156+143.2% | $83,854+7.8% | $86,983+3.9% |
| Participation rate | 16.0% | 49.1%-33.1pp | 59.1%-43.1pp | 69.5%-53.5pp |
| Annual return | 17.47% | 29.88%-12.4pp | 31.39%-13.9pp | 25.83%-8.4pp |
| Employer contribution / active EE | $401 | $661-39.3% | $1,017-60.6% | $2,584-84.5% |
| Participant deferral / active EE | $1,515 | $1,418+6.9% | $2,035-25.6% | $4,194-63.9% |
| Admin fee / account holder | $675 | $2,510-73.1% | $3,197-78.9% | $7,856-91.4% |