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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 | $87,335 | $107,030-18.4% | $73,550+18.7% | $147,586-40.8% |
| Participation rate | 42.9% | 66.4%-23.5pp | 54.9%-12.1pp | 82.8%-40.0pp |
| Annual return | 9.90% | 38.25%-28.4pp | -15.16%+25.1pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,064 | $1,760-39.6% | $1,219-12.7% | $4,876-78.2% |
| Participant deferral / active EE | $2,756 | $2,458+12.1% | $1,804+52.7% | $5,439-49.3% |
| Admin fee / account holder | $2,042 | $3,055-33.2% | $2,320-12.0% | $10,886-81.2% |