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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 | $44,971 | $32,037+40.4% | $69,182-35.0% | $62,881-28.5% |
| Participation rate | 55.7% | 43.4%+12.3pp | 55.1%+0.6pp | 69.3%-13.6pp |
| Annual return | 6.68% | 15.16%-8.5pp | -21.93%+28.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $514 | $679-24.4% | $1,206-57.4% | $2,281-77.5% |
| Participant deferral / active EE | $1,708 | $1,185+44.1% | $1,897-10.0% | $3,203-46.7% |
| Admin fee / account holder | $1,968 | $2,608-24.5% | $2,697-27.0% | $4,296-54.2% |