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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 | $103,509 | $67,411+53.5% | $91,004+13.7% | $70,126+47.6% |
| Participation rate | 57.1% | 71.4%-14.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 13.10% | -40.16%+53.3pp | 4.60%+8.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $960 | $1,786-46.2% | $2,456-60.9% | $2,343-59.0% |
| Participant deferral / active EE | $1,756 | $2,823-37.8% | $3,548-50.5% | $3,332-47.3% |
| Admin fee / account holder | $13,817 | $4,236+226.2% | $5,417+155.0% | $4,645+197.4% |