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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 | $49,947 | $71,480-30.1% | $90,782-45.0% | $64,173-22.2% |
| Participation rate | 53.8% | 77.6%-23.7pp | 82.7%-28.8pp | 69.6%-15.7pp |
| Annual return | -7.01% | -4.25%-2.8pp | -3.42%-3.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,058 | $3,415-69.0% | $4,105-74.2% | $2,381-55.6% |
| Participant deferral / active EE | $1,797 | $4,302-58.2% | $5,366-66.5% | $3,470-48.2% |
| Admin fee / account holder | $3,248 | $6,309-48.5% | $5,908-45.0% | $4,887-33.6% |