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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 | $88,792 | $45,312+96.0% | $86,233+3.0% | $67,986+30.6% |
| Participation rate | 12.8% | 42.4%-29.6pp | 69.0%-56.2pp | 57.2%-44.4pp |
| Annual return | 23.50% | 24.79%-1.3pp | 61.39%-37.9pp | 31.67%-8.2pp |
| Employer contribution / active EE | $414 | $1,160-64.3% | $2,504-83.5% | $2,019-79.5% |
| Participant deferral / active EE | $695 | $2,185-68.2% | $4,559-84.8% | $3,358-79.3% |
| Admin fee / account holder | $587 | $3,295-82.2% | $8,342-93.0% | $3,203-81.7% |