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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 | $77,425 | $32,037+141.7% | $69,182+11.9% | $62,881+23.1% |
| Participation rate | 16.3% | 43.4%-27.1pp | 55.1%-38.8pp | 69.3%-53.0pp |
| Annual return | 10.13% | 15.16%-5.0pp | -21.93%+32.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $313 | $679-53.9% | $1,206-74.1% | $2,281-86.3% |
| Participant deferral / active EE | $713 | $1,185-39.8% | $1,897-62.4% | $3,203-77.7% |
| Admin fee / account holder | $1,549 | $2,608-40.6% | $2,697-42.6% | $4,296-63.9% |