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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 | $44,240 | $69,977-36.8% | $108,582-59.3% | $62,881-29.6% |
| Participation rate | 57.1% | 72.9%-15.8pp | 79.6%-22.4pp | 69.3%-12.2pp |
| Annual return | 8.06% | 10.73%-2.7pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,775 | $2,135-16.9% | $3,758-52.8% | $2,281-22.2% |
| Participant deferral / active EE | $2,071 | $3,165-34.6% | $4,311-52.0% | $3,203-35.3% |
| Admin fee / account holder | $5,826 | $5,076+14.8% | $7,645-23.8% | $4,296+35.6% |