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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 | $70,106 | $80,705-13.1% | $115,768-39.4% | $67,986+3.1% |
| Participation rate | 38.4% | 63.0%-24.6pp | 74.4%-36.0pp | 57.2%-18.8pp |
| Annual return | 16.86% | 18.49%-1.6pp | 100.46%-83.6pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,033 | $2,046-49.5% | $2,940-64.9% | $2,019-48.9% |
| Participant deferral / active EE | $2,077 | $3,559-41.6% | $4,917-57.8% | $3,358-38.2% |
| Admin fee / account holder | $5,703 | $4,135+37.9% | $12,439-54.2% | $3,203+78.0% |