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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 | $111,074 | $77,816+42.7% | $123,552-10.1% | $64,173+73.1% |
| Participation rate | 46.4% | 74.7%-28.3pp | 82.3%-35.9pp | 69.6%-23.1pp |
| Annual return | -3.29% | 12.49%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $982 | $3,014-67.4% | $4,628-78.8% | $2,381-58.7% |
| Participant deferral / active EE | $3,181 | $5,240-39.3% | $6,426-50.5% | $3,470-8.3% |
| Admin fee / account holder | $18,299 | $5,519+231.6% | $9,285+97.1% | $4,887+274.4% |