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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 | $93,154 | $54,380+71.3% | $68,509+36.0% | $59,633+56.2% |
| Participation rate | 63.6% | 70.2%-6.6pp | 74.7%-11.1pp | 68.7%-5.0pp |
| Annual return | 0.41% | 2.83%-2.4pp | 8.27%-7.9pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $820 | $1,539-46.7% | $2,278-64.0% | $2,203-62.8% |
| Participant deferral / active EE | $2,693 | $2,643+1.9% | $3,382-20.4% | $3,192-15.6% |
| Admin fee / account holder | $622 | $3,885-84.0% | $5,275-88.2% | $4,297-85.5% |