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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 | $56,640 | $38,967+45.4% | $86,233-34.3% | $79,634-28.9% |
| Participation rate | 12.0% | 34.1%-22.0pp | 69.0%-57.0pp | 62.5%-50.5pp |
| Annual return | 16.49% | 49.90%-33.4pp | 61.39%-44.9pp | 36.46%-20.0pp |
| Employer contribution / active EE | $435 | $868-49.9% | $2,504-82.6% | $2,529-82.8% |
| Participant deferral / active EE | $1,027 | $1,663-38.2% | $4,559-77.5% | $3,835-73.2% |
| Admin fee / account holder | $5,509 | $2,660+107.1% | $8,342-34.0% | $1,002+449.9% |