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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 | $112,385 | $82,032+37.0% | $123,106-8.7% | $59,633+88.5% |
| Participation rate | 68.1% | 83.2%-15.1pp | 86.8%-18.7pp | 68.7%-0.6pp |
| Annual return | 0.57% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $1,256 | $3,297-61.9% | $5,151-75.6% | $2,203-43.0% |
| Participant deferral / active EE | $6,991 | $4,667+49.8% | $6,229+12.2% | $3,192+119.1% |
| Admin fee / account holder | $1,069 | $5,881-81.8% | $9,015-88.1% | $4,297-75.1% |