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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 | $60,005 | $32,037+87.3% | $69,182-13.3% | $62,881-4.6% |
| Participation rate | 26.0% | 43.4%-17.4pp | 55.1%-29.1pp | 69.3%-43.3pp |
| Annual return | 5.79% | 15.16%-9.4pp | -21.93%+27.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $230 | $679-66.1% | $1,206-80.9% | $2,281-89.9% |
| Participant deferral / active EE | $632 | $1,185-46.7% | $1,897-66.7% | $3,203-80.3% |
| Admin fee / account holder | $9,294 | $2,608+256.3% | $2,697+244.6% | $4,296+116.3% |