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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 | $107,171 | $67,411+59.0% | $91,004+17.8% | $70,124+52.8% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 19.29% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $391 | $1,786-78.1% | $2,456-84.1% | $2,342-83.3% |
| Participant deferral / active EE | $2,983 | $2,823+5.7% | $3,548-15.9% | $3,332-10.5% |
| Admin fee / account holder | $7,596 | $4,236+79.3% | $5,417+40.2% | $4,645+63.5% |