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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 | $26,314 | $43,344-39.3% | $59,899-56.1% | $64,173-59.0% |
| Participation rate | 66.7% | 69.2%-2.5pp | 74.7%-8.0pp | 69.6%-2.9pp |
| Annual return | -5.76% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $917 | $2,030-54.8% | $2,723-66.3% | $2,381-61.5% |
| Participant deferral / active EE | $1,108 | $2,547-56.5% | $3,402-67.4% | $3,470-68.1% |
| Admin fee / account holder | $1,885 | $3,008-37.3% | $3,592-47.5% | $4,887-61.4% |