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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 | $128,513 | $42,548+202.0% | $74,552+72.4% | $56,287+128.3% |
| Participation rate | 32.0% | 60.5%-28.5pp | 69.1%-37.1pp | 69.9%-37.9pp |
| Annual return | 2.85% | 12.40%-9.6pp | 32.53%-29.7pp | -9.96%+12.8pp |
| Employer contribution / active EE | $714 | $855-16.5% | $1,961-63.6% | $2,111-66.2% |
| Participant deferral / active EE | $1,611 | $2,277-29.3% | $3,108-48.2% | $3,350-51.9% |
| Admin fee / account holder | $562 | $467+20.3% | $5,060-88.9% | $521+7.9% |