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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 | $39,400 | $77,816-49.4% | $123,552-68.1% | $64,173-38.6% |
| Participation rate | 53.1% | 74.7%-21.6pp | 82.3%-29.2pp | 69.6%-16.4pp |
| Annual return | -7.48% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,471 | $3,014-51.2% | $4,628-68.2% | $2,381-38.2% |
| Participant deferral / active EE | $4,252 | $5,240-18.9% | $6,426-33.8% | $3,470+22.5% |
| Admin fee / account holder | $572 | $5,519-89.6% | $9,285-93.8% | $4,887-88.3% |