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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 | $64,677 | $113,935-43.2% | $94,224-31.4% | $125,393-48.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 2.80% | 5.29%-2.5pp | 10.68%-7.9pp | 282.23%-279.4pp |
| Employer contribution / active EE | $1,574 | $4,727-66.7% | $3,587-56.1% | $4,866-67.7% |
| Participant deferral / active EE | $4,775 | $5,179-7.8% | $4,320+10.5% | $5,351-10.8% |
| Admin fee / account holder | $1,064 | $8,391-87.3% | $6,269-83.0% | $9,541-88.9% |