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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 | $60,402 | $69,977-13.7% | $108,582-44.4% | $62,881-3.9% |
| Participation rate | 41.4% | 72.9%-31.5pp | 79.6%-38.2pp | 69.3%-27.9pp |
| Annual return | 8.89% | 10.73%-1.8pp | -51.70%+60.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $504 | $2,135-76.4% | $3,758-86.6% | $2,281-77.9% |
| Participant deferral / active EE | $1,470 | $3,165-53.5% | $4,311-65.9% | $3,203-54.1% |
| Admin fee / account holder | $2,172 | $5,076-57.2% | $7,645-71.6% | $4,296-49.4% |