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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 | $42,650 | $58,587-27.2% | $83,322-48.8% | $64,173-33.5% |
| Participation rate | 62.5% | 72.0%-9.5pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | -4.74% | 9.65%-14.4pp | 10.64%-15.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,199 | $2,098-42.9% | $3,379-64.5% | $2,381-49.6% |
| Participant deferral / active EE | $2,599 | $4,654-44.2% | $5,565-53.3% | $3,470-25.1% |
| Admin fee / account holder | $5,287 | $9,279-43.0% | $7,540-29.9% | $4,887+8.2% |