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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 | $107,641 | $69,977+53.8% | $108,582-0.9% | $62,881+71.2% |
| Participation rate | 31.5% | 72.9%-41.4pp | 79.6%-48.1pp | 69.3%-37.8pp |
| Annual return | 6.55% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $746 | $2,135-65.0% | $3,758-80.1% | $2,281-67.3% |
| Participant deferral / active EE | $1,825 | $3,165-42.3% | $4,311-57.7% | $3,203-43.0% |
| Admin fee / account holder | $23,922 | $5,076+371.2% | $7,645+212.9% | $4,296+456.9% |