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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 | $93,089 | $32,037+190.6% | $69,182+34.6% | $62,881+48.0% |
| Participation rate | 39.8% | 43.4%-3.6pp | 55.1%-15.3pp | 69.3%-29.5pp |
| Annual return | 10.19% | 15.16%-5.0pp | -21.93%+32.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $452 | $679-33.4% | $1,206-62.5% | $2,281-80.2% |
| Participant deferral / active EE | $1,641 | $1,185+38.4% | $1,897-13.5% | $3,203-48.8% |
| Admin fee / account holder | $1,014 | $2,608-61.1% | $2,697-62.4% | $4,296-76.4% |