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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 | $61,436 | $41,377+48.5% | $109,313-43.8% | $62,881-2.3% |
| Participation rate | 57.1% | 57.5%-0.4pp | 71.3%-14.1pp | 69.3%-12.2pp |
| Annual return | 6.65% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $516 | $1,276-59.6% | $3,892-86.8% | $2,281-77.4% |
| Participant deferral / active EE | $2,117 | $2,045+3.5% | $3,166-33.1% | $3,203-33.9% |
| Admin fee / account holder | $1,006 | $2,884-65.1% | $5,666-82.3% | $4,296-76.6% |