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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 | $85,177 | $72,177+18.0% | $115,038-26.0% | $59,633+42.8% |
| Participation rate | 36.7% | 72.6%-35.9pp | 81.4%-44.7pp | 68.7%-32.0pp |
| Annual return | 0.43% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,390 | $2,841-51.1% | $4,608-69.8% | $2,203-36.9% |
| Participant deferral / active EE | $3,687 | $4,783-22.9% | $6,026-38.8% | $3,192+15.5% |
| Admin fee / account holder | $1,766 | $4,927-64.2% | $8,175-78.4% | $4,297-58.9% |