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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 | $44,106 | $53,412-17.4% | $68,509-35.6% | $52,331-15.7% |
| Participation rate | 44.4% | 71.7%-27.3pp | 74.7%-30.4pp | 68.1%-23.7pp |
| Annual return | -0.77% | 3.42%-4.2pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $851 | $1,607-47.1% | $2,278-62.7% | $1,882-54.8% |
| Participant deferral / active EE | $2,264 | $2,688-15.8% | $3,382-33.1% | $3,022-25.1% |
| Admin fee / account holder | $338 | $461-26.6% | $5,275-93.6% | $592-42.8% |