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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 | $45,129 | $82,032-45.0% | $123,106-63.3% | $59,633-24.3% |
| Participation rate | 55.9% | 83.2%-27.3pp | 86.8%-30.9pp | 68.7%-12.8pp |
| Annual return | 0.87% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $4,057 | $3,297+23.1% | $5,151-21.2% | $2,203+84.2% |
| Participant deferral / active EE | $7,679 | $4,667+64.5% | $6,229+23.3% | $3,192+140.6% |
| Admin fee / account holder | $11,067 | $5,881+88.2% | $9,015+22.8% | $4,297+157.5% |