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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 | $82,978 | $35,183+135.8% | $73,550+12.8% | $70,126+18.3% |
| Participation rate | 17.6% | 42.9%-25.3pp | 54.9%-37.3pp | 69.5%-52.0pp |
| Annual return | 13.33% | 26.90%-13.6pp | -15.16%+28.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $362 | $709-48.9% | $1,219-70.3% | $2,343-84.5% |
| Participant deferral / active EE | $829 | $1,220-32.1% | $1,804-54.1% | $3,332-75.1% |
| Admin fee / account holder | $1,079 | $2,302-53.1% | $2,320-53.5% | $4,645-76.8% |