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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 | $82,029 | $32,037+156.0% | $69,182+18.6% | $62,881+30.5% |
| Participation rate | 37.0% | 43.4%-6.4pp | 55.1%-18.1pp | 69.3%-32.3pp |
| Annual return | 9.88% | 15.16%-5.3pp | -21.93%+31.8pp | 20.14%-10.3pp |
| Employer contribution / active EE | $352 | $679-48.2% | $1,206-70.9% | $2,281-84.6% |
| Participant deferral / active EE | $2,154 | $1,185+81.7% | $1,897+13.5% | $3,203-32.8% |
| Admin fee / account holder | $4,031 | $2,608+54.5% | $2,697+49.5% | $4,296-6.2% |