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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 | $41,471 | $69,977-40.7% | $108,582-61.8% | $62,881-34.0% |
| Participation rate | 46.7% | 72.9%-26.2pp | 79.6%-32.9pp | 69.3%-22.6pp |
| Annual return | 6.36% | 10.73%-4.4pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,643 | $2,135-23.0% | $3,758-56.3% | $2,281-28.0% |
| Participant deferral / active EE | $4,337 | $3,165+37.0% | $4,311+0.6% | $3,203+35.4% |
| Admin fee / account holder | $3,735 | $5,076-26.4% | $7,645-51.1% | $4,296-13.0% |