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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 | $90,428 | $32,037+182.3% | $69,182+30.7% | $62,881+43.8% |
| Participation rate | 58.3% | 43.4%+14.9pp | 55.1%+3.2pp | 69.3%-11.0pp |
| Annual return | 6.84% | 15.16%-8.3pp | -21.93%+28.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,130 | $679+66.4% | $1,206-6.3% | $2,281-50.4% |
| Participant deferral / active EE | $2,752 | $1,185+132.2% | $1,897+45.1% | $3,203-14.1% |
| Admin fee / account holder | $13,330 | $2,608+411.1% | $2,697+394.3% | $4,296+210.3% |