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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 | $41,420 | $69,977-40.8% | $108,582-61.9% | $62,881-34.1% |
| Participation rate | 52.6% | 72.9%-20.3pp | 79.6%-26.9pp | 69.3%-16.7pp |
| Annual return | 7.15% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,270 | $2,135+6.3% | $3,758-39.6% | $2,281-0.5% |
| Participant deferral / active EE | $3,751 | $3,165+18.5% | $4,311-13.0% | $3,203+17.1% |
| Admin fee / account holder | $2,093 | $5,076-58.8% | $7,645-72.6% | $4,296-51.3% |