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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 | $37,283 | $65,557-43.1% | $105,738-64.7% | $56,287-33.8% |
| Participation rate | 62.5% | 63.4%-0.9pp | 76.3%-13.8pp | 69.9%-7.4pp |
| Annual return | -5.77% | -1.32%-4.5pp | 6.27%-12.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,072 | $1,788-40.1% | $3,268-67.2% | $2,111-49.2% |
| Participant deferral / active EE | $2,055 | $2,418-15.0% | $4,080-49.6% | $3,350-38.6% |
| Admin fee / account holder | $380 | $561-32.4% | $6,913-94.5% | $521-27.1% |