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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 | $63,759 | $94,699-32.7% | $185,441-65.6% | $65,306-2.4% |
| Participation rate | 45.1% | 64.2%-19.1pp | 80.3%-35.2pp | 57.7%-12.6pp |
| Annual return | 12.61% | 16.71%-4.1pp | 20.16%-7.6pp | 21.94%-9.3pp |
| Employer contribution / active EE | $1,080 | $2,381-54.6% | $4,672-76.9% | $1,967-45.1% |
| Participant deferral / active EE | $1,662 | $3,568-53.4% | $6,152-73.0% | $2,959-43.8% |
| Admin fee / account holder | $8,533 | $4,797+77.9% | $17,890-52.3% | $3,480+145.2% |