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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 | $101,267 | $50,947+98.8% | $74,549+35.8% | $64,173+57.8% |
| Participation rate | 54.4% | 61.1%-6.6pp | 69.1%-14.7pp | 69.6%-15.2pp |
| Annual return | -1.79% | -1.85%+0.1pp | 32.53%-34.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $708 | $1,115-36.5% | $1,961-63.9% | $2,381-70.3% |
| Participant deferral / active EE | $2,832 | $2,302+23.1% | $3,108-8.9% | $3,470-18.4% |
| Admin fee / account holder | $1,229 | $4,221-70.9% | $5,059-75.7% | $4,887-74.8% |