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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 | $30,048 | $72,177-58.4% | $115,037-73.9% | $59,633-49.6% |
| Participation rate | 42.9% | 72.6%-29.7pp | 81.4%-38.5pp | 68.7%-25.8pp |
| Annual return | 1.71% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $2,171 | $2,841-23.6% | $4,608-52.9% | $2,203-1.5% |
| Participant deferral / active EE | $7,258 | $4,783+51.8% | $6,026+20.4% | $3,192+127.4% |
| Admin fee / account holder | $4,316 | $4,927-12.4% | $8,175-47.2% | $4,297+0.4% |