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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 | $83,576 | $87,546-4.5% | $75,784+10.3% | $125,389-33.3% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | 1.25% | 13.49%-12.2pp | 9.68%-8.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,028 | $3,930-73.8% | $3,323-69.1% | $4,866-78.9% |
| Participant deferral / active EE | $2,920 | $4,230-31.0% | $3,652-20.0% | $5,352-45.4% |
| Admin fee / account holder | $1,309 | $6,503-79.9% | $5,300-75.3% | $9,541-86.3% |