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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 | $65,082 | $32,037+103.1% | $69,182-5.9% | $62,881+3.5% |
| Participation rate | 23.9% | 43.4%-19.5pp | 55.1%-31.2pp | 69.3%-45.4pp |
| Annual return | 10.84% | 15.16%-4.3pp | -21.93%+32.8pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,021 | $679+50.3% | $1,206-15.4% | $2,281-55.2% |
| Participant deferral / active EE | $1,301 | $1,185+9.7% | $1,897-31.4% | $3,203-59.4% |
| Admin fee / account holder | $2,701 | $2,608+3.6% | $2,697+0.2% | $4,296-37.1% |