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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 | $62,371 | $69,977-10.9% | $108,582-42.6% | $62,881-0.8% |
| Participation rate | 55.2% | 72.9%-17.7pp | 79.6%-24.4pp | 69.3%-14.1pp |
| Annual return | 6.82% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,442 | $2,135-32.5% | $3,758-61.6% | $2,281-36.8% |
| Participant deferral / active EE | $3,004 | $3,165-5.1% | $4,311-30.3% | $3,203-6.2% |
| Admin fee / account holder | $360 | $5,076-92.9% | $7,645-95.3% | $4,296-91.6% |