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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 | $102,027 | $71,872+42.0% | $86,691+17.7% | $68,495+49.0% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | 0.95% | 3.53%-2.6pp | 35.94%-35.0pp | -7.84%+8.8pp |
| Employer contribution / active EE | $610 | $2,173-71.9% | $2,837-78.5% | $2,596-76.5% |
| Participant deferral / active EE | $4,670 | $3,779+23.6% | $4,656+0.3% | $4,028+16.0% |
| Admin fee / account holder | $5,062 | $6,112-17.2% | $7,492-32.4% | $5,403-6.3% |