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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 | $69,047 | $37,156+85.8% | $83,854-17.7% | $86,983-20.6% |
| Participation rate | 15.6% | 49.1%-33.4pp | 59.1%-43.5pp | 69.5%-53.9pp |
| Annual return | 17.65% | 29.88%-12.2pp | 31.39%-13.7pp | 25.83%-8.2pp |
| Employer contribution / active EE | $344 | $661-47.9% | $1,017-66.2% | $2,584-86.7% |
| Participant deferral / active EE | $925 | $1,418-34.8% | $2,035-54.6% | $4,194-77.9% |
| Admin fee / account holder | $614 | $2,510-75.5% | $3,197-80.8% | $7,856-92.2% |