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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 | $43,754 | $69,977-37.5% | $108,582-59.7% | $62,881-30.4% |
| Participation rate | 30.1% | 72.9%-42.8pp | 79.6%-49.5pp | 69.3%-39.2pp |
| Annual return | 8.79% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $798 | $2,135-62.6% | $3,758-78.8% | $2,281-65.0% |
| Participant deferral / active EE | $1,428 | $3,165-54.9% | $4,311-66.9% | $3,203-55.4% |
| Admin fee / account holder | $4,018 | $5,076-20.8% | $7,645-47.4% | $4,296-6.5% |