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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 | $85,932 | $35,183+144.2% | $73,550+16.8% | $70,126+22.5% |
| Participation rate | 14.3% | 42.9%-28.6pp | 54.9%-40.6pp | 69.5%-55.3pp |
| Annual return | 20.68% | 26.90%-6.2pp | -15.16%+35.8pp | 73.15%-52.5pp |
| Employer contribution / active EE | $469 | $709-33.8% | $1,219-61.5% | $2,343-80.0% |
| Participant deferral / active EE | $1,500 | $1,220+22.9% | $1,804-16.9% | $3,332-55.0% |
| Admin fee / account holder | $1,029 | $2,302-55.3% | $2,320-55.6% | $4,645-77.8% |