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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 | $55,889 | $88,707-37.0% | $74,185-24.7% | $273,970-79.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 7.31% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,040 | $3,159-67.1% | $2,370-56.1% | $4,869-78.6% |
| Participant deferral / active EE | $4,014 | $4,212-4.7% | $3,550+13.1% | $5,287-24.1% |
| Admin fee / account holder | $12,402 | $8,717+42.3% | $5,586+122.0% | $10,132+22.4% |