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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 | $58,502 | $76,912-23.9% | $129,110-54.7% | $68,495-14.6% |
| Participation rate | 63.3% | 69.1%-5.8pp | 77.3%-13.9pp | 67.9%-4.6pp |
| Annual return | 10.55% | -9.78%+20.3pp | -10.94%+21.5pp | -7.84%+18.4pp |
| Employer contribution / active EE | $2,325 | $3,243-28.3% | $5,052-54.0% | $2,596-10.5% |
| Participant deferral / active EE | $3,582 | $4,732-24.3% | $6,542-45.3% | $4,028-11.1% |
| Admin fee / account holder | $445 | $6,638-93.3% | $14,302-96.9% | $5,403-91.8% |