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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 | $65,210 | $82,032-20.5% | $123,106-47.0% | $59,633+9.4% |
| Participation rate | 56.1% | 83.2%-27.1pp | 86.8%-30.7pp | 68.7%-12.6pp |
| Annual return | 0.53% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $2,028 | $3,297-38.5% | $5,151-60.6% | $2,203-7.9% |
| Participant deferral / active EE | $6,815 | $4,667+46.0% | $6,229+9.4% | $3,192+113.5% |
| Admin fee / account holder | $5,281 | $5,881-10.2% | $9,015-41.4% | $4,297+22.9% |