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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 | $107,342 | $69,977+53.4% | $108,582-1.1% | $62,881+70.7% |
| Participation rate | 58.8% | 72.9%-14.1pp | 79.6%-20.7pp | 69.3%-10.5pp |
| Annual return | 5.40% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,472 | $2,135-31.1% | $3,758-60.8% | $2,281-35.5% |
| Participant deferral / active EE | $4,049 | $3,165+27.9% | $4,311-6.1% | $3,203+26.4% |
| Admin fee / account holder | $9,440 | $5,076+85.9% | $7,645+23.5% | $4,296+119.7% |