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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 | $125,316 | $103,949+20.6% | $69,182+81.1% | $273,972-54.3% |
| Participation rate | 53.8% | 67.4%-13.5pp | 55.1%-1.3pp | 83.0%-29.2pp |
| Annual return | 0.79% | 35.28%-34.5pp | -21.93%+22.7pp | 41.46%-40.7pp |
| Employer contribution / active EE | $860 | $1,783-51.7% | $1,206-28.7% | $4,869-82.3% |
| Participant deferral / active EE | $2,554 | $2,716-6.0% | $1,897+34.6% | $5,287-51.7% |
| Admin fee / account holder | $2,714 | $3,671-26.1% | $2,697+0.7% | $10,133-73.2% |