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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 | $93,306 | $77,817+19.9% | $123,553-24.5% | $64,173+45.4% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | -7.60% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,363 | $3,014-54.8% | $4,628-70.5% | $2,381-42.7% |
| Participant deferral / active EE | $3,641 | $5,240-30.5% | $6,426-43.3% | $3,470+4.9% |
| Admin fee / account holder | $5,247 | $5,519-4.9% | $9,284-43.5% | $4,887+7.4% |