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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 | $96,427 | $69,977+37.8% | $108,582-11.2% | $62,881+53.3% |
| Participation rate | 60.0% | 72.9%-12.9pp | 79.6%-19.6pp | 69.3%-9.3pp |
| Annual return | 8.43% | 10.73%-2.3pp | -51.70%+60.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,093 | $2,135-48.8% | $3,758-70.9% | $2,281-52.1% |
| Participant deferral / active EE | $2,549 | $3,165-19.5% | $4,311-40.9% | $3,203-20.4% |
| Admin fee / account holder | $1,469 | $5,076-71.1% | $7,645-80.8% | $4,296-65.8% |