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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 | $65,424 | $50,898+28.5% | $171,082-61.8% | $55,167+18.6% |
| Participation rate | 42.1% | 63.3%-21.2pp | 76.7%-34.6pp | 69.0%-26.9pp |
| Annual return | 6.33% | 15.34%-9.0pp | 32.56%-26.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $525 | $1,433-63.4% | $4,002-86.9% | $1,963-73.2% |
| Participant deferral / active EE | $2,843 | $2,994-5.1% | $4,797-40.7% | $3,054-6.9% |
| Admin fee / account holder | $1,089 | $500+118.1% | $8,520-87.2% | $504+116.2% |