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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 | $42,340 | $69,977-39.5% | $108,582-61.0% | $62,881-32.7% |
| Participation rate | 57.6% | 72.9%-15.3pp | 79.6%-22.0pp | 69.3%-11.7pp |
| Annual return | 7.20% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,311 | $2,135-38.6% | $3,758-65.1% | $2,281-42.5% |
| Participant deferral / active EE | $2,898 | $3,165-8.4% | $4,311-32.8% | $3,203-9.5% |
| Admin fee / account holder | $324 | $5,076-93.6% | $7,645-95.8% | $4,296-92.5% |