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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 | $46,541 | $32,037+45.3% | $69,182-32.7% | $62,881-26.0% |
| Participation rate | 53.8% | 43.4%+10.4pp | 55.1%-1.3pp | 69.3%-15.5pp |
| Annual return | 8.27% | 15.16%-6.9pp | -21.93%+30.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $229 | $679-66.3% | $1,206-81.0% | $2,281-90.0% |
| Participant deferral / active EE | $1,247 | $1,185+5.2% | $1,897-34.3% | $3,203-61.1% |
| Admin fee / account holder | $3,415 | $2,608+30.9% | $2,697+26.6% | $4,296-20.5% |