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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 | $66,074 | $48,300+36.8% | $40,145,923-99.8% | $62,881+5.1% |
| Participation rate | 47.9% | 62.0%-14.2pp | 68.4%-20.5pp | 69.3%-21.4pp |
| Annual return | 16.83% | 6.95%+9.9pp | 5.24%+11.6pp | 20.14%-3.3pp |
| Employer contribution / active EE | $246 | $1,333-81.5% | $1,844-86.6% | $2,281-89.2% |
| Participant deferral / active EE | $2,356 | $2,388-1.4% | $2,591-9.1% | $3,203-26.5% |
| Admin fee / account holder | $1,317 | $2,919-54.9% | $2,903-54.6% | $4,296-69.3% |