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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 | $62,358 | $105,623-41.0% | $87,502-28.7% | $273,972-77.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 6.25% | 12.26%-6.0pp | 12.21%-6.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,314 | $3,141-58.2% | $2,550-48.5% | $4,869-73.0% |
| Participant deferral / active EE | $1,790 | $3,601-50.3% | $3,149-43.1% | $5,287-66.1% |
| Admin fee / account holder | $6,630 | $4,781+38.7% | $4,221+57.1% | $10,133-34.6% |