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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 | $22,964 | $50,464-54.5% | $75,784-69.7% | $52,331-56.1% |
| Participation rate | 52.5% | 66.8%-14.3pp | 75.8%-23.4pp | 68.1%-15.6pp |
| Annual return | -0.18% | 1.03%-1.2pp | 9.68%-9.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $621 | $1,988-68.7% | $3,323-81.3% | $1,882-67.0% |
| Participant deferral / active EE | $1,495 | $2,570-41.8% | $3,652-59.1% | $3,022-50.5% |
| Admin fee / account holder | $727 | $1,103-34.1% | $5,300-86.3% | $592+22.8% |