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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 | $89,373 | $65,704+36.0% | $94,229-5.2% | $59,633+49.9% |
| Participation rate | 59.6% | 72.1%-12.5pp | 78.8%-19.1pp | 68.7%-9.0pp |
| Annual return | -0.95% | 5.22%-6.2pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $499 | $2,021-75.3% | $3,587-86.1% | $2,203-77.4% |
| Participant deferral / active EE | $4,152 | $3,143+32.1% | $4,320-3.9% | $3,192+30.1% |
| Admin fee / account holder | $5,709 | $4,265+33.9% | $6,269-8.9% | $4,297+32.9% |