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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 | $78,506 | $65,704+19.5% | $94,229-16.7% | $59,633+31.6% |
| Participation rate | 60.5% | 72.1%-11.6pp | 78.8%-18.2pp | 68.7%-8.1pp |
| Annual return | 3.75% | 5.22%-1.5pp | 10.68%-6.9pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $4,011 | $2,021+98.5% | $3,587+11.8% | $2,203+82.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,575 | $4,265+30.7% | $6,269-11.1% | $4,297+29.7% |