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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 | $32,811 | $69,977-53.1% | $108,582-69.8% | $62,881-47.8% |
| Participation rate | 59.1% | 72.9%-13.8pp | 79.6%-20.5pp | 69.3%-10.2pp |
| Annual return | 6.00% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $454 | $2,135-78.7% | $3,758-87.9% | $2,281-80.1% |
| Participant deferral / active EE | $2,719 | $3,165-14.1% | $4,311-36.9% | $3,203-15.1% |
| Admin fee / account holder | $6,852 | $5,076+35.0% | $7,645-10.4% | $4,296+59.5% |