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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 | $83,721 | $71,208+17.6% | $93,681-10.6% | $80,911+3.5% |
| Participation rate | 47.2% | 60.4%-13.2pp | 68.7%-21.6pp | 67.6%-20.5pp |
| Annual return | 10.63% | 11.27%-0.6pp | 133.47%-122.8pp | 35.63%-25.0pp |
| Employer contribution / active EE | $698 | $1,564-55.4% | $2,422-71.2% | $2,756-74.7% |
| Participant deferral / active EE | $2,121 | $4,035-47.4% | $4,415-52.0% | $4,297-50.6% |
| Admin fee / account holder | $2,305 | $6,951-66.8% | $8,290-72.2% | $6,935-66.8% |