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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 | $32,265 | $69,977-53.9% | $108,582-70.3% | $62,881-48.7% |
| Participation rate | 58.0% | 72.9%-14.9pp | 79.6%-21.6pp | 69.3%-11.3pp |
| Annual return | 7.47% | 10.73%-3.3pp | -51.70%+59.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,319 | $2,135+55.5% | $3,758-11.7% | $2,281+45.5% |
| Participant deferral / active EE | $5,799 | $3,165+83.2% | $4,311+34.5% | $3,203+81.1% |
| Admin fee / account holder | $3,293 | $5,076-35.1% | $7,645-56.9% | $4,296-23.3% |