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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 | $82,807 | $71,197+16.3% | $93,669-11.6% | $80,925+2.3% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.6pp | 67.7%-11.6pp |
| Annual return | 10.72% | 11.27%-0.6pp | 133.59%-122.9pp | 35.65%-24.9pp |
| Employer contribution / active EE | $503 | $1,565-67.9% | $2,424-79.3% | $2,756-81.8% |
| Participant deferral / active EE | $2,807 | $4,036-30.4% | $4,416-36.4% | $4,299-34.7% |
| Admin fee / account holder | $4,197 | $6,959-39.7% | $8,291-49.4% | $6,940-39.5% |