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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 | $58,362 | $57,108+2.2% | $94,229-38.1% | $52,331+11.5% |
| Participation rate | 61.0% | 72.9%-12.0pp | 78.8%-17.8pp | 68.1%-7.2pp |
| Annual return | 0.65% | 1.47%-0.8pp | 10.68%-10.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,064 | $1,735-38.7% | $3,587-70.3% | $1,882-43.5% |
| Participant deferral / active EE | $2,373 | $3,040-21.9% | $4,320-45.1% | $3,022-21.5% |
| Admin fee / account holder | $1,341 | $546+145.4% | $6,269-78.6% | $592+126.7% |