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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 | $64,890-1.2% | $134,172-52.2% | $67,986-5.7% |
| Participation rate | 31.2% | 48.5%-17.4pp | 72.5%-41.3pp | 57.2%-26.0pp |
| Annual return | 14.83% | 16.12%-1.3pp | 25.30%-10.5pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,113 | $1,360-18.1% | $3,420-67.4% | $2,019-44.9% |
| Participant deferral / active EE | $1,896 | $2,289-17.1% | $4,690-59.6% | $3,358-43.5% |
| Admin fee / account holder | $5,526 | $3,140+76.0% | $12,016-54.0% | $3,203+72.5% |