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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 | $23,460 | $86,701-72.9% | $73,309-68.0% | $125,388-81.3% |
| Participation rate | 64.7% | 78.6%-13.9pp | 74.9%-10.2pp | 83.2%-18.5pp |
| Annual return | -2.32% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,736 | $4,152-58.2% | $3,237-46.4% | $4,866-64.3% |
| Participant deferral / active EE | $2,573 | $5,549-53.6% | $4,991-48.4% | $5,352-51.9% |
| Admin fee / account holder | $1,518 | $7,768-80.5% | $5,635-73.1% | $9,541-84.1% |