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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 | $125,024 | $37,446+233.9% | $77,552+61.2% | $79,856+56.6% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.4pp |
| Annual return | 14.88% | 39.76%-24.9pp | 54.82%-39.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $295 | $637-53.8% | $987-70.1% | $2,471-88.1% |
| Participant deferral / active EE | $494 | $1,261-60.8% | $1,861-73.5% | $3,741-86.8% |
| Admin fee / account holder | $6,027 | $2,506+140.5% | $2,859+110.8% | $5,306+13.6% |