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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 | $126,500 | $69,977+80.8% | $108,582+16.5% | $62,881+101.2% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 6.64% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $816 | $2,135-61.8% | $3,758-78.3% | $2,281-64.2% |
| Participant deferral / active EE | $2,933 | $3,165-7.3% | $4,311-32.0% | $3,203-8.4% |
| Admin fee / account holder | $10,307 | $5,076+103.0% | $7,645+34.8% | $4,296+139.9% |