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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 | $62,107 | $37,446+65.9% | $77,552-19.9% | $79,856-22.2% |
| Participation rate | 5.8% | 41.5%-35.7pp | 54.2%-48.4pp | 69.6%-63.8pp |
| Annual return | 25.88% | 39.76%-13.9pp | 54.82%-28.9pp | 31.71%-5.8pp |
| Employer contribution / active EE | $305 | $637-52.2% | $987-69.1% | $2,471-87.7% |
| Participant deferral / active EE | $759 | $1,261-39.8% | $1,861-59.2% | $3,741-79.7% |
| Admin fee / account holder | $3,182 | $2,506+27.0% | $2,859+11.3% | $5,306-40.0% |