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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 | $46,370 | $57,350-19.1% | $83,850-44.7% | $64,181-27.8% |
| Participation rate | 68.1% | 68.6%-0.5pp | 76.1%-8.1pp | 69.6%-1.5pp |
| Annual return | 0.27% | 11.38%-11.1pp | 850.92%-850.7pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,169 | $2,545-54.1% | $3,631-67.8% | $2,381-50.9% |
| Participant deferral / active EE | $3,294 | $2,993+10.0% | $4,082-19.3% | $3,470-5.1% |
| Admin fee / account holder | $4,421 | $4,046+9.3% | $5,478-19.3% | $4,887-9.5% |