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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 | $37,521 | $67,411-44.3% | $91,004-58.8% | $70,124-46.5% |
| Participation rate | 55.4% | 71.4%-16.0pp | 75.6%-20.2pp | 69.5%-14.2pp |
| Annual return | 16.98% | -40.16%+57.1pp | 4.60%+12.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $758 | $1,786-57.6% | $2,456-69.1% | $2,342-67.6% |
| Participant deferral / active EE | $2,568 | $2,823-9.0% | $3,548-27.6% | $3,332-22.9% |
| Admin fee / account holder | $1,548 | $4,236-63.5% | $5,417-71.4% | $4,645-66.7% |