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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 | $64,362 | $41,377+55.5% | $109,313-41.1% | $62,881+2.4% |
| Participation rate | 46.4% | 57.5%-11.1pp | 71.3%-24.8pp | 69.3%-22.9pp |
| Annual return | 8.74% | 11.05%-2.3pp | 22.07%-13.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,083 | $1,276-15.1% | $3,892-72.2% | $2,281-52.5% |
| Participant deferral / active EE | $2,649 | $2,045+29.5% | $3,166-16.3% | $3,203-17.3% |
| Admin fee / account holder | $10,451 | $2,884+262.4% | $5,666+84.4% | $4,296+143.3% |