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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 | $55,132 | $69,977-21.2% | $108,582-49.2% | $62,881-12.3% |
| Participation rate | 42.5% | 72.9%-30.4pp | 79.6%-37.1pp | 69.3%-26.8pp |
| Annual return | 8.76% | 10.73%-2.0pp | -51.70%+60.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,657 | $2,135-22.4% | $3,758-55.9% | $2,281-27.4% |
| Participant deferral / active EE | $2,425 | $3,165-23.4% | $4,311-43.7% | $3,203-24.3% |
| Admin fee / account holder | $496 | $5,076-90.2% | $7,645-93.5% | $4,296-88.5% |