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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 | $63,128 | $63,314-0.3% | $91,004-30.6% | $62,293+1.3% |
| Participation rate | 53.3% | 73.3%-20.1pp | 75.6%-22.3pp | 69.5%-16.2pp |
| Annual return | 20.89% | 21.00%-0.1pp | 4.60%+16.3pp | 28.90%-8.0pp |
| Employer contribution / active EE | $558 | $1,807-69.1% | $2,456-77.3% | $2,042-72.7% |
| Participant deferral / active EE | $2,145 | $2,944-27.1% | $3,548-39.5% | $3,169-32.3% |
| Admin fee / account holder | $6,858 | $468+1366.6% | $5,417+26.6% | $479+1330.6% |