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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 | $124,832 | $87,544+42.6% | $75,784+64.7% | $125,388-0.4% |
| Participation rate | 54.5% | 80.2%-25.6pp | 75.8%-21.3pp | 83.2%-28.6pp |
| Annual return | 0.14% | 13.49%-13.3pp | 9.68%-9.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,076 | $3,930-47.2% | $3,323-37.5% | $4,866-57.3% |
| Participant deferral / active EE | $2,077 | $4,229-50.9% | $3,652-43.1% | $5,352-61.2% |
| Admin fee / account holder | $1,763 | $6,502-72.9% | $5,300-66.7% | $9,541-81.5% |