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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 | $65,926 | $65,704+0.3% | $94,229-30.0% | $59,633+10.6% |
| Participation rate | 60.5% | 72.1%-11.6pp | 78.8%-18.2pp | 68.7%-8.1pp |
| Annual return | 0.56% | 5.22%-4.7pp | 10.68%-10.1pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $2,435 | $2,021+20.5% | $3,587-32.1% | $2,203+10.6% |
| Participant deferral / active EE | $4,530 | $3,143+44.1% | $4,320+4.8% | $3,192+41.9% |
| Admin fee / account holder | $3,746 | $4,265-12.2% | $6,269-40.3% | $4,297-12.8% |