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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 | $77,083 | $64,311+19.9% | $57,356+34.4% | $125,389-38.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 83.2%-43.2pp |
| Annual return | -0.86% | 25.14%-26.0pp | 24.41%-25.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,579 | $3,193-19.2% | $2,689-4.1% | $4,866-47.0% |
| Participant deferral / active EE | $1,374 | $3,846-64.3% | $3,162-56.5% | $5,352-74.3% |
| Admin fee / account holder | $1,151 | $5,243-78.1% | $3,357-65.7% | $9,541-87.9% |