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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 | $81,612 | $49,657+64.4% | $93,063-12.3% | $67,986+20.0% |
| Participation rate | 30.2% | 49.9%-19.8pp | 72.1%-42.0pp | 57.2%-27.0pp |
| Annual return | 14.01% | 26.27%-12.3pp | 34.15%-20.1pp | 31.67%-17.7pp |
| Employer contribution / active EE | $476 | $1,279-62.8% | $2,476-80.8% | $2,019-76.4% |
| Participant deferral / active EE | $1,190 | $2,484-52.1% | $3,958-69.9% | $3,358-64.6% |
| Admin fee / account holder | $13,850 | $2,843+387.2% | $6,033+129.6% | $3,203+332.4% |