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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 | $64,133 | $59,220+8.3% | $96,570-33.6% | $79,391-19.2% |
| Participation rate | 47.7% | 61.9%-14.2pp | 69.8%-22.1pp | 70.7%-23.0pp |
| Annual return | 16.54% | 27.08%-10.5pp | 37.79%-21.3pp | 116.88%-100.3pp |
| Employer contribution / active EE | $1,323 | $1,216+8.7% | $2,357-43.9% | $2,428-45.5% |
| Participant deferral / active EE | $2,986 | $2,948+1.3% | $3,849-22.4% | $4,046-26.2% |
| Admin fee / account holder | $3,618 | $659+449.4% | $6,182-41.5% | $627+477.5% |