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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 | $47,443 | $69,977-32.2% | $108,582-56.3% | $62,881-24.6% |
| Participation rate | 62.8% | 72.9%-10.1pp | 79.6%-16.8pp | 69.3%-6.5pp |
| Annual return | 6.58% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,239 | $2,135-42.0% | $3,758-67.0% | $2,281-45.7% |
| Participant deferral / active EE | $3,064 | $3,165-3.2% | $4,311-28.9% | $3,203-4.3% |
| Admin fee / account holder | $1,059 | $5,076-79.1% | $7,645-86.1% | $4,296-75.3% |