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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 | $61,234 | $61,356-0.2% | $149,696-59.1% | $71,511-14.4% |
| Participation rate | 54.5% | 62.5%-8.1pp | 78.8%-24.3pp | 67.9%-13.5pp |
| Annual return | 15.23% | 35.86%-20.6pp | 134.46%-119.2pp | 28.86%-13.6pp |
| Employer contribution / active EE | $2,394 | $2,382+0.5% | $4,821-50.3% | $2,589-7.6% |
| Participant deferral / active EE | $4,014 | $2,920+37.5% | $5,682-29.4% | $4,291-6.4% |
| Admin fee / account holder | $10,735 | $1,263+749.8% | $13,212-18.8% | $1,588+575.8% |