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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 | $150,401 | $50,947+195.2% | $74,549+101.7% | $64,173+134.4% |
| Participation rate | 36.7% | 61.1%-24.3pp | 69.1%-32.4pp | 69.6%-32.8pp |
| Annual return | -1.14% | -1.85%+0.7pp | 32.53%-33.7pp | 7.63%-8.8pp |
| Employer contribution / active EE | $361 | $1,115-67.6% | $1,961-81.6% | $2,381-84.8% |
| Participant deferral / active EE | $1,728 | $2,302-24.9% | $3,108-44.4% | $3,470-50.2% |
| Admin fee / account holder | $783 | $4,221-81.5% | $5,059-84.5% | $4,887-84.0% |