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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 | $85,019 | $48,267+76.1% | $68,794+23.6% | $68,495+24.1% |
| Participation rate | 53.3% | 60.7%-7.3pp | 69.0%-15.7pp | 67.9%-14.6pp |
| Annual return | 31.32% | -12.70%+44.0pp | -6.37%+37.7pp | -7.84%+39.2pp |
| Employer contribution / active EE | $941 | $1,829-48.6% | $2,656-64.6% | $2,596-63.8% |
| Participant deferral / active EE | $2,318 | $2,867-19.1% | $3,941-41.2% | $4,028-42.5% |
| Admin fee / account holder | $3,220 | $4,362-26.2% | $4,934-34.7% | $5,403-40.4% |