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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 | $80,177 | $48,118+66.6% | $136,833-41.4% | $94,015-14.7% |
| Participation rate | 20.7% | 47.4%-26.7pp | 59.0%-38.3pp | 70.8%-50.1pp |
| Annual return | 15.15% | 14.65%+0.5pp | 35.32%-20.2pp | 17.84%-2.7pp |
| Employer contribution / active EE | $417 | $821-49.2% | $1,319-68.4% | $2,790-85.1% |
| Participant deferral / active EE | $999 | $1,651-39.5% | $2,441-59.1% | $4,249-76.5% |
| Admin fee / account holder | $3,400 | $3,059+11.1% | $4,706-27.7% | $8,951-62.0% |