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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 | $82,512 | $67,411+22.4% | $91,004-9.3% | $70,126+17.7% |
| Participation rate | 50.6% | 71.4%-20.8pp | 75.6%-25.0pp | 69.5%-19.0pp |
| Annual return | 19.93% | -40.16%+60.1pp | 4.60%+15.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $512 | $1,786-71.3% | $2,456-79.1% | $2,343-78.1% |
| Participant deferral / active EE | $1,945 | $2,823-31.1% | $3,548-45.2% | $3,332-41.6% |
| Admin fee / account holder | $4,666 | $4,236+10.1% | $5,417-13.9% | $4,645+0.4% |