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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 | $139,036 | $57,590+141.4% | $86,233+61.2% | $82,448+68.6% |
| Participation rate | 16.7% | 57.9%-41.2pp | 69.0%-52.4pp | 68.1%-51.4pp |
| Annual return | 14.10% | 22.41%-8.3pp | 61.39%-47.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $314 | $1,655-81.0% | $2,504-87.5% | $2,551-87.7% |
| Participant deferral / active EE | $1,061 | $3,080-65.5% | $4,559-76.7% | $4,139-74.4% |
| Admin fee / account holder | $308 | $4,730-93.5% | $8,342-96.3% | $7,234-95.7% |