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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 | $58,468 | $37,156+57.4% | $83,854-30.3% | $86,983-32.8% |
| Participation rate | 16.0% | 49.1%-33.0pp | 59.1%-43.1pp | 69.5%-53.5pp |
| Annual return | 26.04% | 29.88%-3.8pp | 31.39%-5.4pp | 25.83%+0.2pp |
| Employer contribution / active EE | $363 | $661-45.0% | $1,017-64.3% | $2,584-85.9% |
| Participant deferral / active EE | $766 | $1,418-46.0% | $2,035-62.4% | $4,194-81.7% |
| Admin fee / account holder | $4,248 | $2,510+69.2% | $3,197+32.9% | $7,856-45.9% |