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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 | $62,722 | $69,977-10.4% | $108,582-42.2% | $62,881-0.3% |
| Participation rate | 27.3% | 72.9%-45.6pp | 79.6%-52.3pp | 69.3%-42.0pp |
| Annual return | 9.22% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,214 | $2,135-43.1% | $3,758-67.7% | $2,281-46.8% |
| Participant deferral / active EE | $3,743 | $3,165+18.3% | $4,311-13.2% | $3,203+16.9% |
| Admin fee / account holder | $11,381 | $5,076+124.2% | $7,645+48.9% | $4,296+164.9% |