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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 | $65,619 | $32,037+104.8% | $69,182-5.1% | $62,881+4.4% |
| Participation rate | 55.6% | 43.4%+12.1pp | 55.1%+0.4pp | 69.3%-13.7pp |
| Annual return | 7.40% | 15.16%-7.8pp | -21.93%+29.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $888 | $679+30.7% | $1,206-26.4% | $2,281-61.1% |
| Participant deferral / active EE | $1,780 | $1,185+50.1% | $1,897-6.2% | $3,203-44.4% |
| Admin fee / account holder | $7,470 | $2,608+186.4% | $2,697+177.0% | $4,296+73.9% |