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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 | $45,411 | $69,977-35.1% | $108,582-58.2% | $62,881-27.8% |
| Participation rate | 58.1% | 72.9%-14.8pp | 79.6%-21.5pp | 69.3%-11.2pp |
| Annual return | 6.91% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $971 | $2,135-54.5% | $3,758-74.2% | $2,281-57.4% |
| Participant deferral / active EE | $2,136 | $3,165-32.5% | $4,311-50.4% | $3,203-33.3% |
| Admin fee / account holder | $1,237 | $5,076-75.6% | $7,645-83.8% | $4,296-71.2% |