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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 | $81,644 | $103,949-21.5% | $69,182+18.0% | $273,972-70.2% |
| Participation rate | 42.9% | 67.4%-24.5pp | 55.1%-12.3pp | 83.0%-40.2pp |
| Annual return | 6.80% | 35.28%-28.5pp | -21.93%+28.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $271 | $1,783-84.8% | $1,206-77.5% | $4,869-94.4% |
| Participant deferral / active EE | $1,954 | $2,716-28.1% | $1,897+3.0% | $5,287-63.1% |
| Admin fee / account holder | $10,966 | $3,671+198.8% | $2,697+306.6% | $10,133+8.2% |