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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 | $70,283 | $69,977+0.4% | $108,582-35.3% | $62,881+11.8% |
| Participation rate | 53.7% | 72.9%-19.2pp | 79.6%-25.9pp | 69.3%-15.6pp |
| Annual return | 11.55% | 10.73%+0.8pp | -51.70%+63.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,078 | $2,135-49.5% | $3,758-71.3% | $2,281-52.7% |
| Participant deferral / active EE | $2,809 | $3,165-11.2% | $4,311-34.8% | $3,203-12.3% |
| Admin fee / account holder | $8,397 | $5,076+65.4% | $7,645+9.8% | $4,296+95.5% |