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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 | $40,670 | $57,108-28.8% | $94,229-56.8% | $52,331-22.3% |
| Participation rate | 66.7% | 72.9%-6.3pp | 78.8%-12.1pp | 68.1%-1.4pp |
| Annual return | -1.25% | 1.47%-2.7pp | 10.68%-11.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $3,006 | $1,735+73.2% | $3,587-16.2% | $1,882+59.8% |
| Participant deferral / active EE | $6,147 | $3,040+102.2% | $4,320+42.3% | $3,022+103.4% |
| Admin fee / account holder | $944 | $546+72.8% | $6,269-84.9% | $592+59.6% |