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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 | $128,659 | $35,183+265.7% | $73,550+74.9% | $70,126+83.5% |
| Participation rate | 17.9% | 42.9%-25.0pp | 54.9%-37.0pp | 69.5%-51.6pp |
| Annual return | 16.29% | 26.90%-10.6pp | -15.16%+31.5pp | 73.15%-56.9pp |
| Employer contribution / active EE | $363 | $709-48.8% | $1,219-70.2% | $2,343-84.5% |
| Participant deferral / active EE | $1,464 | $1,220+20.0% | $1,804-18.8% | $3,332-56.1% |
| Admin fee / account holder | $925 | $2,302-59.8% | $2,320-60.1% | $4,645-80.1% |