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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 | $129,860 | $36,948+251.5% | $73,658+76.3% | $87,485+48.4% |
| Participation rate | 11.0% | 46.8%-35.8pp | 57.0%-46.1pp | 68.9%-58.0pp |
| Annual return | 17.85% | 28.64%-10.8pp | 29.72%-11.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $335 | $670-50.0% | $1,032-67.5% | $2,596-87.1% |
| Participant deferral / active EE | $1,045 | $1,379-24.2% | $2,062-49.3% | $4,274-75.5% |
| Admin fee / account holder | $416 | $2,531-83.6% | $3,357-87.6% | $7,775-94.6% |