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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 | $108,829 | $72,388+50.3% | $111,392-2.3% | $64,173+69.6% |
| Participation rate | 36.1% | 70.5%-34.4pp | 78.9%-42.7pp | 69.6%-33.5pp |
| Annual return | -5.41% | -1.50%-3.9pp | -2.06%-3.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $652 | $3,000-78.3% | $4,328-84.9% | $2,381-72.6% |
| Participant deferral / active EE | $1,709 | $4,241-59.7% | $5,567-69.3% | $3,470-50.8% |
| Admin fee / account holder | $4,986 | $5,719-12.8% | $12,266-59.4% | $4,887+2.0% |