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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 | $136,110 | $50,947+167.2% | $74,551+82.6% | $64,173+112.1% |
| Participation rate | 24.4% | 61.1%-36.7pp | 69.1%-44.8pp | 69.6%-45.2pp |
| Annual return | -4.67% | -1.85%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $724 | $1,115-35.1% | $1,961-63.1% | $2,381-69.6% |
| Participant deferral / active EE | $1,585 | $2,302-31.1% | $3,108-49.0% | $3,470-54.3% |
| Admin fee / account holder | $2,047 | $4,221-51.5% | $5,059-59.5% | $4,887-58.1% |