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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 | $35,650 | $64,176-44.5% | $112,249-68.2% | $66,938-46.7% |
| Participation rate | 51.8% | 68.4%-16.7pp | 75.1%-23.3pp | 69.8%-18.1pp |
| Annual return | 13.94% | -13.80%+27.7pp | 27.48%-13.5pp | 1.58%+12.4pp |
| Employer contribution / active EE | $1,287 | $3,007-57.2% | $3,636-64.6% | $2,545-49.4% |
| Participant deferral / active EE | $2,753 | $3,694-25.5% | $4,729-41.8% | $4,238-35.0% |
| Admin fee / account holder | $453 | $626-27.6% | $6,412-92.9% | $594-23.7% |