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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 | $38,282 | $77,816-50.8% | $123,552-69.0% | $64,173-40.3% |
| Participation rate | 69.7% | 74.7%-5.0pp | 82.3%-12.6pp | 69.6%+0.1pp |
| Annual return | -0.11% | 12.49%-12.6pp | 119.20%-119.3pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,821 | $3,014-39.6% | $4,628-60.7% | $2,381-23.5% |
| Participant deferral / active EE | $3,709 | $5,240-29.2% | $6,426-42.3% | $3,470+6.9% |
| Admin fee / account holder | $797 | $5,519-85.6% | $9,285-91.4% | $4,887-83.7% |