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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 | $153,270 | $50,947+200.8% | $74,551+105.6% | $64,173+138.8% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.1%-12.9pp | 69.6%-13.3pp |
| Annual return | 0.89% | -1.85%+2.7pp | 32.53%-31.6pp | 7.63%-6.7pp |
| Employer contribution / active EE | $678 | $1,115-39.2% | $1,961-65.4% | $2,381-71.5% |
| Participant deferral / active EE | $1,162 | $2,302-49.5% | $3,108-62.6% | $3,470-66.5% |
| Admin fee / account holder | $1,319 | $4,221-68.7% | $5,059-73.9% | $4,887-73.0% |