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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 | $80,941 | $69,977+15.7% | $108,582-25.5% | $62,881+28.7% |
| Participation rate | 44.4% | 72.9%-28.5pp | 79.6%-35.1pp | 69.3%-24.9pp |
| Annual return | 7.72% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,007 | $2,135-52.8% | $3,758-73.2% | $2,281-55.9% |
| Participant deferral / active EE | $2,087 | $3,165-34.0% | $4,311-51.6% | $3,203-34.8% |
| Admin fee / account holder | $1,567 | $5,076-69.1% | $7,645-79.5% | $4,296-63.5% |