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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 | $84,356 | $211,946-60.2% | $169,452-50.2% | $135,379-37.7% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | 2.71% | 3.26%-0.5pp | 1.83%+0.9pp | 519.79%-517.1pp |
| Employer contribution / active EE | $1,231 | $5,117-75.9% | $4,157-70.4% | $4,779-74.2% |
| Participant deferral / active EE | $5,200 | $6,075-14.4% | $5,277-1.5% | $5,609-7.3% |
| Admin fee / account holder | $7,408 | $11,472-35.4% | $9,110-18.7% | $10,828-31.6% |