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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 | $105,728 | $37,156+184.6% | $83,854+26.1% | $86,983+21.5% |
| Participation rate | 12.5% | 49.1%-36.6pp | 59.1%-46.6pp | 69.5%-57.0pp |
| Annual return | 20.35% | 29.88%-9.5pp | 31.39%-11.0pp | 25.83%-5.5pp |
| Employer contribution / active EE | $193 | $661-70.8% | $1,017-81.0% | $2,584-92.5% |
| Participant deferral / active EE | $1,182 | $1,418-16.6% | $2,035-41.9% | $4,194-71.8% |
| Admin fee / account holder | $702 | $2,510-72.0% | $3,197-78.0% | $7,856-91.1% |