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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 | $82,946 | $72,177+14.9% | $115,038-27.9% | $59,633+39.1% |
| Participation rate | 28.9% | 72.6%-43.6pp | 81.4%-52.5pp | 68.7%-39.8pp |
| Annual return | 0.26% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $534 | $2,841-81.2% | $4,608-88.4% | $2,203-75.8% |
| Participant deferral / active EE | $3,825 | $4,783-20.0% | $6,026-36.5% | $3,192+19.8% |
| Admin fee / account holder | $1,939 | $4,927-60.6% | $8,175-76.3% | $4,297-54.9% |