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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 | $48,577 | $69,977-30.6% | $108,582-55.3% | $62,881-22.7% |
| Participation rate | 69.2% | 72.9%-3.7pp | 79.6%-10.3pp | 69.3%-0.1pp |
| Annual return | 6.47% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,548 | $2,135-27.5% | $3,758-58.8% | $2,281-32.1% |
| Participant deferral / active EE | $2,264 | $3,165-28.5% | $4,311-47.5% | $3,203-29.3% |
| Admin fee / account holder | $1,037 | $5,076-79.6% | $7,645-86.4% | $4,296-75.9% |