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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 | $42,097 | $69,977-39.8% | $108,582-61.2% | $62,881-33.1% |
| Participation rate | 34.4% | 72.9%-38.5pp | 79.6%-45.1pp | 69.3%-34.9pp |
| Annual return | 6.07% | 10.73%-4.7pp | -51.70%+57.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $873 | $2,135-59.1% | $3,758-76.8% | $2,281-61.7% |
| Participant deferral / active EE | $2,466 | $3,165-22.1% | $4,311-42.8% | $3,203-23.0% |
| Admin fee / account holder | $1,875 | $5,076-63.1% | $7,645-75.5% | $4,296-56.3% |