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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 | $62,369 | $41,824+49.1% | $136,833-54.4% | $69,733-10.6% |
| Participation rate | 15.0% | 29.3%-14.3pp | 59.0%-44.0pp | 62.5%-47.5pp |
| Annual return | 16.85% | 13.53%+3.3pp | 35.32%-18.5pp | 15.22%+1.6pp |
| Employer contribution / active EE | $135 | $494-72.7% | $1,319-89.8% | $2,250-94.0% |
| Participant deferral / active EE | $1,076 | $1,105-2.6% | $2,441-55.9% | $3,054-64.8% |
| Admin fee / account holder | $1,099 | $2,895-62.0% | $4,706-76.6% | $3,102-64.6% |