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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 | $37,082 | $69,977-47.0% | $108,582-65.8% | $62,881-41.0% |
| Participation rate | 40.0% | 72.9%-32.9pp | 79.6%-39.6pp | 69.3%-29.3pp |
| Annual return | 5.58% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $629 | $2,135-70.5% | $3,758-83.3% | $2,281-72.4% |
| Participant deferral / active EE | $1,835 | $3,165-42.0% | $4,311-57.4% | $3,203-42.7% |
| Admin fee / account holder | $5,550 | $5,076+9.3% | $7,645-27.4% | $4,296+29.2% |