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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 | $91,261 | $32,037+184.9% | $69,182+31.9% | $62,881+45.1% |
| Participation rate | 26.3% | 43.4%-17.1pp | 55.1%-28.8pp | 69.3%-43.0pp |
| Annual return | 7.48% | 15.16%-7.7pp | -21.93%+29.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $570 | $679-16.1% | $1,206-52.8% | $2,281-75.0% |
| Participant deferral / active EE | $1,665 | $1,185+40.5% | $1,897-12.2% | $3,203-48.0% |
| Admin fee / account holder | $2,664 | $2,608+2.2% | $2,697-1.2% | $4,296-38.0% |