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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 | $40,527 | $69,977-42.1% | $108,582-62.7% | $62,881-35.6% |
| Participation rate | 43.5% | 72.9%-29.3pp | 79.6%-36.0pp | 69.3%-25.8pp |
| Annual return | 7.55% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,099 | $2,135-48.5% | $3,758-70.8% | $2,281-51.8% |
| Participant deferral / active EE | $2,323 | $3,165-26.6% | $4,311-46.1% | $3,203-27.5% |
| Admin fee / account holder | $2,508 | $5,076-50.6% | $7,645-67.2% | $4,296-41.6% |