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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 | $64,118 | $68,607-6.5% | $147,027-56.4% | $64,340-0.3% |
| Participation rate | 31.2% | 50.4%-19.2pp | 73.7%-42.6pp | 55.2%-24.1pp |
| Annual return | 14.83% | 13.75%+1.1pp | 20.23%-5.4pp | 24.14%-9.3pp |
| Employer contribution / active EE | $1,113 | $1,554-28.4% | $3,626-69.3% | $1,862-40.2% |
| Participant deferral / active EE | $1,896 | $2,402-21.0% | $4,933-61.6% | $2,980-36.4% |
| Admin fee / account holder | $5,526 | $3,287+68.1% | $12,223-54.8% | $3,703+49.3% |