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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 | $109,975 | $71,872+53.0% | $86,691+26.9% | $68,495+60.6% |
| Participation rate | 39.1% | 72.2%-33.1pp | 76.6%-37.5pp | 67.9%-28.8pp |
| Annual return | -16.81% | 3.53%-20.3pp | 35.94%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $618 | $2,173-71.6% | $2,837-78.2% | $2,596-76.2% |
| Participant deferral / active EE | $1,795 | $3,779-52.5% | $4,656-61.5% | $4,028-55.4% |
| Admin fee / account holder | $8,780 | $6,112+43.7% | $7,492+17.2% | $5,403+62.5% |