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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 | $65,887 | $39,162+68.2% | $100,671-34.6% | $59,633+10.5% |
| Participation rate | 39.0% | 55.9%-16.8pp | 70.7%-31.7pp | 68.7%-29.6pp |
| Annual return | -0.49% | 21.07%-21.6pp | 20.43%-20.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $897 | $1,151-22.0% | $4,012-77.6% | $2,203-59.3% |
| Participant deferral / active EE | $2,289 | $1,992+14.9% | $3,144-27.2% | $3,192-28.3% |
| Admin fee / account holder | $2,397 | $2,969-19.3% | $4,850-50.6% | $4,297-44.2% |