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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 | $98,575 | $32,037+207.7% | $69,182+42.5% | $62,881+56.8% |
| Participation rate | 27.3% | 43.4%-16.1pp | 55.1%-27.8pp | 69.3%-42.0pp |
| Annual return | 7.93% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $377 | $679-44.4% | $1,206-68.7% | $2,281-83.5% |
| Participant deferral / active EE | $1,337 | $1,185+12.8% | $1,897-29.5% | $3,203-58.3% |
| Admin fee / account holder | $481 | $2,608-81.6% | $2,697-82.2% | $4,296-88.8% |