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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 | $113,378 | $77,816+45.7% | $123,552-8.2% | $64,173+76.7% |
| Participation rate | 54.5% | 74.7%-20.2pp | 82.3%-27.7pp | 69.6%-15.0pp |
| Annual return | -5.72% | 12.49%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,584 | $3,014-47.5% | $4,628-65.8% | $2,381-33.5% |
| Participant deferral / active EE | $3,069 | $5,240-41.4% | $6,426-52.2% | $3,470-11.6% |
| Admin fee / account holder | $1,506 | $5,519-72.7% | $9,285-83.8% | $4,887-69.2% |