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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 | $36,140+72.6% | $73,658-15.3% | $64,340-3.1% |
| Participation rate | 15.0% | 31.0%-16.0pp | 57.0%-42.0pp | 55.2%-40.2pp |
| Annual return | 16.85% | 21.48%-4.6pp | 29.72%-12.9pp | 24.14%-7.3pp |
| Employer contribution / active EE | $135 | $443-69.6% | $1,032-86.9% | $1,862-92.8% |
| Participant deferral / active EE | $1,076 | $1,023+5.2% | $2,062-47.8% | $2,980-63.9% |
| Admin fee / account holder | $1,099 | $2,513-56.3% | $3,357-67.3% | $3,703-70.3% |