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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 | $110,890 | $67,411+64.5% | $91,004+21.9% | $70,126+58.1% |
| Participation rate | 40.0% | 71.4%-31.4pp | 75.6%-35.6pp | 69.5%-29.5pp |
| Annual return | 17.15% | -40.16%+57.3pp | 4.60%+12.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $780 | $1,786-56.3% | $2,456-68.2% | $2,343-66.7% |
| Participant deferral / active EE | $1,769 | $2,823-37.3% | $3,548-50.1% | $3,332-46.9% |
| Admin fee / account holder | $8,424 | $4,236+98.9% | $5,417+55.5% | $4,645+81.3% |