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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 | $29,911 | $62,589-52.2% | $76,768-61.0% | $64,173-53.4% |
| Participation rate | 41.3% | 72.8%-31.5pp | 77.0%-35.6pp | 69.6%-28.2pp |
| Annual return | 3.30% | -1.95%+5.2pp | 2.43%+0.9pp | 7.63%-4.3pp |
| Employer contribution / active EE | $1,148 | $1,832-37.3% | $2,485-53.8% | $2,381-51.8% |
| Participant deferral / active EE | $1,446 | $3,145-54.0% | $3,852-62.4% | $3,470-58.3% |
| Admin fee / account holder | $977 | $4,667-79.1% | $6,675-85.4% | $4,887-80.0% |