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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 | $64,494 | $35,183+83.3% | $73,545-12.3% | $70,124-8.0% |
| Participation rate | 27.6% | 42.9%-15.3pp | 54.9%-27.3pp | 69.5%-42.0pp |
| Annual return | 15.76% | 26.90%-11.1pp | -15.16%+30.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $533 | $709-24.7% | $1,219-56.2% | $2,342-77.2% |
| Participant deferral / active EE | $1,172 | $1,220-3.9% | $1,806-35.1% | $3,332-64.8% |
| Admin fee / account holder | $1,007 | $2,302-56.3% | $2,320-56.6% | $4,645-78.3% |