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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 | $46,842 | $69,977-33.1% | $108,582-56.9% | $62,881-25.5% |
| Participation rate | 61.9% | 72.9%-11.0pp | 79.6%-17.7pp | 69.3%-7.4pp |
| Annual return | 5.60% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,058 | $2,135-50.5% | $3,758-71.9% | $2,281-53.6% |
| Participant deferral / active EE | $2,023 | $3,165-36.1% | $4,311-53.1% | $3,203-36.9% |
| Admin fee / account holder | $394 | $5,076-92.2% | $7,645-94.8% | $4,296-90.8% |