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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 | $73,712 | $69,977+5.3% | $108,582-32.1% | $62,881+17.2% |
| Participation rate | 41.0% | 72.9%-31.9pp | 79.6%-38.5pp | 69.3%-28.3pp |
| Annual return | 6.06% | 10.73%-4.7pp | -51.70%+57.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $745 | $2,135-65.1% | $3,758-80.2% | $2,281-67.4% |
| Participant deferral / active EE | $1,546 | $3,165-51.1% | $4,311-64.1% | $3,203-51.7% |
| Admin fee / account holder | $17,861 | $5,076+251.8% | $7,645+133.6% | $4,296+315.8% |