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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 | $96,900 | $69,977+38.5% | $108,582-10.8% | $62,881+54.1% |
| Participation rate | 57.6% | 72.9%-15.3pp | 79.6%-22.0pp | 69.3%-11.7pp |
| Annual return | 5.14% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $845 | $2,135-60.4% | $3,758-77.5% | $2,281-63.0% |
| Participant deferral / active EE | $2,665 | $3,165-15.8% | $4,311-38.2% | $3,203-16.8% |
| Admin fee / account holder | $9,156 | $5,076+80.4% | $7,645+19.8% | $4,296+113.2% |