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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 | $62,831 | $32,037+96.1% | $69,182-9.2% | $62,881-0.1% |
| Participation rate | 20.2% | 43.4%-23.2pp | 55.1%-34.9pp | 69.3%-49.1pp |
| Annual return | 4.86% | 15.16%-10.3pp | -21.93%+26.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $630 | $679-7.3% | $1,206-47.8% | $2,281-72.4% |
| Participant deferral / active EE | $1,324 | $1,185+11.7% | $1,897-30.2% | $3,203-58.7% |
| Admin fee / account holder | $1,739 | $2,608-33.3% | $2,697-35.5% | $4,296-59.5% |