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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 | $86,675 | $36,140+139.8% | $73,658+17.7% | $64,340+34.7% |
| Participation rate | 4.6% | 31.0%-26.4pp | 57.0%-52.4pp | 55.2%-50.6pp |
| Annual return | 17.76% | 21.48%-3.7pp | 29.72%-12.0pp | 24.14%-6.4pp |
| Employer contribution / active EE | $85 | $443-80.8% | $1,032-91.8% | $1,862-95.4% |
| Participant deferral / active EE | $738 | $1,023-27.9% | $2,062-64.2% | $2,980-75.2% |
| Admin fee / account holder | $1,888 | $2,513-24.9% | $3,357-43.7% | $3,703-49.0% |