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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 | $116,522 | $69,977+66.5% | $108,582+7.3% | $62,881+85.3% |
| Participation rate | 57.7% | 72.9%-15.2pp | 79.6%-21.9pp | 69.3%-11.6pp |
| Annual return | 7.34% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $573 | $2,135-73.2% | $3,758-84.8% | $2,281-74.9% |
| Participant deferral / active EE | $2,749 | $3,165-13.2% | $4,311-36.2% | $3,203-14.2% |
| Admin fee / account holder | $1,981 | $5,076-61.0% | $7,645-74.1% | $4,296-53.9% |