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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 | $68,200 | $72,177-5.5% | $115,038-40.7% | $59,633+14.4% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 0.63% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,955 | $2,841-31.2% | $4,608-57.6% | $2,203-11.2% |
| Participant deferral / active EE | $3,196 | $4,783-33.2% | $6,026-47.0% | $3,192+0.1% |
| Admin fee / account holder | $1,503 | $4,927-69.5% | $8,175-81.6% | $4,297-65.0% |