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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 | $71,649 | $69,977+2.4% | $108,582-34.0% | $62,881+13.9% |
| Participation rate | 51.9% | 72.9%-21.0pp | 79.6%-27.7pp | 69.3%-17.5pp |
| Annual return | 6.18% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,046 | $2,135-51.0% | $3,758-72.2% | $2,281-54.1% |
| Participant deferral / active EE | $2,616 | $3,165-17.3% | $4,311-39.3% | $3,203-18.3% |
| Admin fee / account holder | $638 | $5,076-87.4% | $7,645-91.6% | $4,296-85.1% |