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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 | $28,459 | $62,586-54.5% | $76,766-62.9% | $64,181-55.7% |
| Participation rate | 64.3% | 72.8%-8.5pp | 77.0%-12.7pp | 69.6%-5.3pp |
| Annual return | -7.31% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,185 | $1,832-35.3% | $2,485-52.3% | $2,381-50.2% |
| Participant deferral / active EE | $2,124 | $3,145-32.5% | $3,851-44.9% | $3,470-38.8% |
| Admin fee / account holder | $394 | $4,667-91.6% | $6,675-94.1% | $4,887-91.9% |