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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 | $61,703 | $87,546-29.5% | $75,784-18.6% | $125,389-50.8% |
| Participation rate | 56.3% | 80.2%-23.9pp | 75.8%-19.6pp | 83.2%-26.9pp |
| Annual return | 1.09% | 13.49%-12.4pp | 9.68%-8.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,408 | $3,930-64.2% | $3,323-57.6% | $4,866-71.1% |
| Participant deferral / active EE | $3,936 | $4,230-7.0% | $3,652+7.8% | $5,352-26.5% |
| Admin fee / account holder | $1,810 | $6,503-72.2% | $5,300-65.8% | $9,541-81.0% |