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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 | $91,126 | $81,233+12.2% | $155,567-41.4% | $80,874+12.7% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,310 | $3,101-57.8% | $4,674-72.0% | $2,756-52.5% |
| Participant deferral / active EE | $3,038 | $3,452-12.0% | $5,628-46.0% | $4,297-29.3% |
| Admin fee / account holder | $807 | $7,998-89.9% | $15,916-94.9% | $6,935-88.4% |