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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 | $60,279 | $32,037+88.2% | $69,182-12.9% | $62,881-4.1% |
| Participation rate | 19.8% | 43.4%-23.7pp | 55.1%-35.4pp | 69.3%-49.6pp |
| Annual return | 10.24% | 15.16%-4.9pp | -21.93%+32.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $367 | $679-46.0% | $1,206-69.6% | $2,281-83.9% |
| Participant deferral / active EE | $1,497 | $1,185+26.3% | $1,897-21.1% | $3,203-53.3% |
| Admin fee / account holder | $329 | $2,608-87.4% | $2,697-87.8% | $4,296-92.3% |