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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 | $86,885 | $39,132+122.0% | $57,196+51.9% | $62,881+38.2% |
| Participation rate | 48.7% | 70.5%-21.8pp | 75.3%-26.6pp | 69.3%-20.6pp |
| Annual return | 8.06% | 9.24%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,130 | $1,874-39.7% | $2,683-57.9% | $2,281-50.5% |
| Participant deferral / active EE | $2,141 | $2,374-9.8% | $3,096-30.9% | $3,203-33.2% |
| Admin fee / account holder | $802 | $2,594-69.1% | $3,141-74.5% | $4,296-81.3% |