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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 | $84,352 | $36,948+128.3% | $73,658+14.5% | $87,485-3.6% |
| Participation rate | 42.9% | 46.8%-4.0pp | 57.0%-14.2pp | 68.9%-26.1pp |
| Annual return | 14.32% | 28.64%-14.3pp | 29.72%-15.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $393 | $670-41.4% | $1,032-62.0% | $2,596-84.9% |
| Participant deferral / active EE | $1,970 | $1,379+42.9% | $2,062-4.4% | $4,274-53.9% |
| Admin fee / account holder | $1,731 | $2,531-31.6% | $3,357-48.4% | $7,775-77.7% |