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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 | $91,332 | $32,037+185.1% | $69,182+32.0% | $62,881+45.2% |
| Participation rate | 8.0% | 43.4%-35.4pp | 55.1%-47.1pp | 69.3%-61.3pp |
| Annual return | 8.95% | 15.16%-6.2pp | -21.93%+30.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $308 | $679-54.7% | $1,206-74.5% | $2,281-86.5% |
| Participant deferral / active EE | $1,440 | $1,185+21.5% | $1,897-24.1% | $3,203-55.0% |
| Admin fee / account holder | $1,380 | $2,608-47.1% | $2,697-48.8% | $4,296-67.9% |