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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 | $64,260 | $46,689+37.6% | $117,498-45.3% | $68,495-6.2% |
| Participation rate | 40.7% | 56.8%-16.1pp | 70.6%-29.9pp | 67.9%-27.2pp |
| Annual return | 4.85% | -14.52%+19.4pp | 29.75%-24.9pp | -7.84%+12.7pp |
| Employer contribution / active EE | $1,012 | $1,505-32.8% | $4,178-75.8% | $2,596-61.0% |
| Participant deferral / active EE | $1,346 | $2,637-49.0% | $4,071-66.9% | $4,028-66.6% |
| Admin fee / account holder | $447 | $4,021-88.9% | $5,646-92.1% | $5,403-91.7% |