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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 | $91,194 | $72,177+26.3% | $115,038-20.7% | $59,633+52.9% |
| Participation rate | 58.3% | 72.6%-14.2pp | 81.4%-23.0pp | 68.7%-10.3pp |
| Annual return | 1.45% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $671 | $2,841-76.4% | $4,608-85.4% | $2,203-69.5% |
| Participant deferral / active EE | $6,323 | $4,783+32.2% | $6,026+4.9% | $3,192+98.1% |
| Admin fee / account holder | $1,148 | $4,927-76.7% | $8,175-86.0% | $4,297-73.3% |