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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 | $30,733 | $52,836-41.8% | $105,738-70.9% | $64,181-52.1% |
| Participation rate | 65.9% | 66.5%-0.7pp | 76.3%-10.5pp | 69.6%-3.7pp |
| Annual return | -7.56% | 14.30%-21.9pp | 6.27%-13.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $660 | $1,827-63.9% | $3,268-79.8% | $2,381-72.3% |
| Participant deferral / active EE | $1,506 | $2,545-40.9% | $4,080-63.1% | $3,470-56.6% |
| Admin fee / account holder | $998 | $3,959-74.8% | $6,913-85.6% | $4,887-79.6% |