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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 | $53,199 | $69,977-24.0% | $108,582-51.0% | $62,881-15.4% |
| Participation rate | 36.0% | 72.9%-36.9pp | 79.6%-43.6pp | 69.3%-33.3pp |
| Annual return | 8.09% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $825 | $2,135-61.3% | $3,758-78.0% | $2,281-63.8% |
| Participant deferral / active EE | $1,889 | $3,165-40.3% | $4,311-56.2% | $3,203-41.0% |
| Admin fee / account holder | $3,121 | $5,076-38.5% | $7,645-59.2% | $4,296-27.3% |