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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 | $79,788 | $32,037+149.0% | $69,182+15.3% | $62,881+26.9% |
| Participation rate | 14.5% | 43.4%-28.9pp | 55.1%-40.6pp | 69.3%-54.8pp |
| Annual return | 7.99% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,383 | $1,185+16.7% | $1,897-27.1% | $3,203-56.8% |
| Admin fee / account holder | $3,626 | $2,608+39.0% | $2,697+34.4% | $4,296-15.6% |