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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 | $122,093 | $67,411+81.1% | $91,004+34.2% | $70,124+74.1% |
| Participation rate | 40.6% | 71.4%-30.7pp | 75.6%-35.0pp | 69.5%-28.9pp |
| Annual return | 14.65% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $448 | $1,786-74.9% | $2,456-81.8% | $2,342-80.9% |
| Participant deferral / active EE | $2,083 | $2,823-26.2% | $3,548-41.3% | $3,332-37.5% |
| Admin fee / account holder | $1,023 | $4,236-75.9% | $5,417-81.1% | $4,645-78.0% |