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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 | $91,740 | $39,162+134.3% | $100,671-8.9% | $59,633+53.8% |
| Participation rate | 67.5% | 55.9%+11.6pp | 70.7%-3.2pp | 68.7%-1.2pp |
| Annual return | -2.23% | 21.07%-23.3pp | 20.43%-22.7pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $783 | $1,151-32.0% | $4,012-80.5% | $2,203-64.5% |
| Participant deferral / active EE | $4,127 | $1,992+107.2% | $3,144+31.3% | $3,192+29.3% |
| Admin fee / account holder | $1,137 | $2,969-61.7% | $4,850-76.6% | $4,297-73.5% |