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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 | $117,659 | $35,183+234.4% | $73,545+60.0% | $70,124+67.8% |
| Participation rate | 35.4% | 42.9%-7.5pp | 54.9%-19.5pp | 69.5%-34.1pp |
| Annual return | 14.07% | 26.90%-12.8pp | -15.16%+29.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $433 | $709-38.9% | $1,219-64.5% | $2,342-81.5% |
| Participant deferral / active EE | $1,637 | $1,220+34.2% | $1,806-9.4% | $3,332-50.9% |
| Admin fee / account holder | $872 | $2,302-62.1% | $2,320-62.4% | $4,645-81.2% |