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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 | $45,811 | $69,977-34.5% | $108,582-57.8% | $62,881-27.1% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 10.45% | 10.73%-0.3pp | -51.70%+62.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,251 | $2,135+5.4% | $3,758-40.1% | $2,281-1.3% |
| Participant deferral / active EE | $5,101 | $3,165+61.2% | $4,311+18.3% | $3,203+59.3% |
| Admin fee / account holder | $1,463 | $5,076-71.2% | $7,645-80.9% | $4,296-66.0% |