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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 | $44,584 | $56,484-21.1% | $169,452-73.7% | $64,173-30.5% |
| Participation rate | 40.9% | 64.5%-23.6pp | 77.8%-36.9pp | 69.6%-28.7pp |
| Annual return | -7.68% | -1.55%-6.1pp | 1.83%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,027 | $1,832-43.9% | $4,157-75.3% | $2,381-56.8% |
| Participant deferral / active EE | $3,632 | $3,448+5.4% | $5,277-31.2% | $3,470+4.7% |
| Admin fee / account holder | $6,595 | $4,174+58.0% | $9,110-27.6% | $4,887+34.9% |