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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 | $55,238 | $32,037+72.4% | $69,182-20.2% | $62,881-12.2% |
| Participation rate | 39.6% | 43.4%-3.8pp | 55.1%-15.5pp | 69.3%-29.7pp |
| Annual return | 7.30% | 15.16%-7.9pp | -21.93%+29.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,512 | $1,185+196.2% | $1,897+85.1% | $3,203+9.6% |
| Admin fee / account holder | $8,778 | $2,608+236.5% | $2,697+225.5% | $4,296+104.3% |