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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 | $125,926 | $32,037+293.1% | $69,182+82.0% | $62,881+100.3% |
| Participation rate | 28.6% | 43.4%-14.8pp | 55.1%-26.5pp | 69.3%-40.7pp |
| Annual return | 11.09% | 15.16%-4.1pp | -21.93%+33.0pp | 20.14%-9.1pp |
| Employer contribution / active EE | $563 | $679-17.1% | $1,206-53.3% | $2,281-75.3% |
| Participant deferral / active EE | $1,851 | $1,185+56.1% | $1,897-2.4% | $3,203-42.2% |
| Admin fee / account holder | $3,203 | $2,608+22.8% | $2,697+18.8% | $4,296-25.4% |