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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 | $64,690 | $75,183-14.0% | $123,894-47.8% | $55,167+17.3% |
| Participation rate | 31.7% | 72.8%-41.1pp | 81.4%-49.7pp | 69.0%-37.3pp |
| Annual return | 9.61% | 19.01%-9.4pp | 47.52%-37.9pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,542 | $2,823-45.4% | $4,617-66.6% | $1,963-21.4% |
| Participant deferral / active EE | $3,618 | $5,084-28.8% | $5,984-39.5% | $3,054+18.5% |
| Admin fee / account holder | $3,939 | $663+494.5% | $8,357-52.9% | $504+681.7% |