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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 | $85,237 | $56,894+49.8% | $84,753+0.6% | $62,881+35.6% |
| Participation rate | 41.7% | 68.5%-26.9pp | 76.6%-34.9pp | 69.3%-27.6pp |
| Annual return | 5.75% | 6.30%-0.6pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $909 | $2,400-62.1% | $3,574-74.6% | $2,281-60.2% |
| Participant deferral / active EE | $2,720 | $2,709+0.4% | $3,712-26.7% | $3,203-15.1% |
| Admin fee / account holder | $24,748 | $3,581+591.1% | $5,333+364.1% | $4,296+476.1% |