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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 | $47,187 | $32,037+47.3% | $69,182-31.8% | $62,881-25.0% |
| Participation rate | 35.3% | 43.4%-8.1pp | 55.1%-19.8pp | 69.3%-34.0pp |
| Annual return | 15.27% | 15.16%+0.1pp | -21.93%+37.2pp | 20.14%-4.9pp |
| Employer contribution / active EE | $545 | $679-19.7% | $1,206-54.8% | $2,281-76.1% |
| Participant deferral / active EE | $1,730 | $1,185+45.9% | $1,897-8.8% | $3,203-46.0% |
| Admin fee / account holder | $405 | $2,608-84.5% | $2,697-85.0% | $4,296-90.6% |