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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 | $78,112 | $84,236-7.3% | $170,435-54.2% | $70,126+11.4% |
| Participation rate | 51.4% | 70.8%-19.4pp | 83.6%-32.2pp | 69.5%-18.1pp |
| Annual return | 13.05% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $423 | $3,387-87.5% | $5,432-92.2% | $2,343-81.9% |
| Participant deferral / active EE | $2,106 | $3,086-31.8% | $4,939-57.4% | $3,332-36.8% |
| Admin fee / account holder | $8,015 | $5,698+40.7% | $13,881-42.3% | $4,645+72.5% |