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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 | $38,142 | $52,884-27.9% | $84,753-55.0% | $55,167-30.9% |
| Participation rate | 53.3% | 67.5%-14.2pp | 76.6%-23.3pp | 69.0%-15.7pp |
| Annual return | 5.79% | 18.03%-12.2pp | 22.78%-17.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $969 | $2,233-56.6% | $3,574-72.9% | $1,963-50.6% |
| Participant deferral / active EE | $2,736 | $2,644+3.5% | $3,712-26.3% | $3,054-10.4% |
| Admin fee / account holder | $5,902 | $581+916.4% | $5,333+10.7% | $504+1071.3% |