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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 | $40,317 | $103,949-61.2% | $69,182-41.7% | $273,972-85.3% |
| Participation rate | 36.4% | 67.4%-31.0pp | 55.1%-18.8pp | 83.0%-46.7pp |
| Annual return | 21.05% | 35.28%-14.2pp | -21.93%+43.0pp | 41.46%-20.4pp |
| Employer contribution / active EE | $496 | $1,783-72.2% | $1,206-58.9% | $4,869-89.8% |
| Participant deferral / active EE | $5,328 | $2,716+96.2% | $1,897+180.9% | $5,287+0.8% |
| Admin fee / account holder | $2,353 | $3,671-35.9% | $2,697-12.8% | $10,133-76.8% |