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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 | $81,075 | $45,438+78.4% | $80,004+1.3% | $59,633+36.0% |
| Participation rate | 57.1% | 63.7%-6.6pp | 73.0%-15.9pp | 68.7%-11.5pp |
| Annual return | 0.35% | 5.10%-4.7pp | 7.63%-7.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $770 | $1,236-37.7% | $2,473-68.9% | $2,203-65.1% |
| Participant deferral / active EE | $2,400 | $2,231+7.6% | $3,204-25.1% | $3,192-24.8% |
| Admin fee / account holder | $971 | $3,464-72.0% | $5,033-80.7% | $4,297-77.4% |