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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 | $85,454 | $40,263+112.2% | $57,347+49.0% | $59,632+43.3% |
| Participation rate | 58.1% | 69.2%-11.0pp | 75.1%-16.9pp | 68.7%-10.5pp |
| Annual return | -1.26% | 27.50%-28.8pp | 24.40%-25.7pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $1,095 | $1,922-43.0% | $2,689-59.3% | $2,203-50.3% |
| Participant deferral / active EE | $2,572 | $2,400+7.2% | $3,162-18.7% | $3,192-19.4% |
| Admin fee / account holder | $371 | $2,819-86.8% | $3,356-88.9% | $4,297-91.4% |