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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 | $110,712 | $72,177+53.4% | $115,038-3.8% | $59,633+85.7% |
| Participation rate | 52.6% | 72.6%-19.9pp | 81.4%-28.7pp | 68.7%-16.0pp |
| Annual return | -2.29% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,266 | $2,841-55.4% | $4,608-72.5% | $2,203-42.5% |
| Participant deferral / active EE | $5,373 | $4,783+12.3% | $6,026-10.8% | $3,192+68.3% |
| Admin fee / account holder | $2,329 | $4,927-52.7% | $8,175-71.5% | $4,297-45.8% |