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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 | $100,230 | $77,816+28.8% | $123,552-18.9% | $64,173+56.2% |
| Participation rate | 48.3% | 74.7%-26.4pp | 82.3%-34.0pp | 69.6%-21.3pp |
| Annual return | -4.10% | 12.49%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,872 | $3,014-37.9% | $4,628-59.6% | $2,381-21.4% |
| Participant deferral / active EE | $3,729 | $5,240-28.8% | $6,426-42.0% | $3,470+7.5% |
| Admin fee / account holder | $740 | $5,519-86.6% | $9,285-92.0% | $4,887-84.9% |