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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 | $31,781 | $64,719-50.9% | $112,249-71.7% | $68,486-53.6% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | 5.02% | -11.40%+16.4pp | 27.48%-22.5pp | -7.85%+12.9pp |
| Employer contribution / active EE | $2,614 | $2,747-4.8% | $3,636-28.1% | $2,597+0.7% |
| Participant deferral / active EE | $4,080 | $3,565+14.5% | $4,729-13.7% | $4,028+1.3% |
| Admin fee / account holder | $8,783 | $5,232+67.9% | $6,412+37.0% | $5,404+62.5% |