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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 | $75,463 | $35,183+114.5% | $73,550+2.6% | $70,126+7.6% |
| Participation rate | 48.6% | 42.9%+5.6pp | 54.9%-6.4pp | 69.5%-21.0pp |
| Annual return | 19.31% | 26.90%-7.6pp | -15.16%+34.5pp | 73.15%-53.8pp |
| Employer contribution / active EE | $926 | $709+30.6% | $1,219-24.1% | $2,343-60.5% |
| Participant deferral / active EE | $3,487 | $1,220+185.8% | $1,804+93.3% | $3,332+4.7% |
| Admin fee / account holder | $403 | $2,302-82.5% | $2,320-82.6% | $4,645-91.3% |