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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 | $27,841 | $69,977-60.2% | $108,582-74.4% | $62,881-55.7% |
| Participation rate | 64.5% | 72.9%-8.4pp | 79.6%-15.1pp | 69.3%-4.8pp |
| Annual return | 5.82% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,063 | $2,135-3.3% | $3,758-45.1% | $2,281-9.5% |
| Participant deferral / active EE | $3,949 | $3,165+24.8% | $4,311-8.4% | $3,203+23.3% |
| Admin fee / account holder | $760 | $5,076-85.0% | $7,645-90.1% | $4,296-82.3% |