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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 | $30,483 | $49,280-38.1% | $67,313-54.7% | $64,173-52.5% |
| Participation rate | 45.5% | 60.8%-15.3pp | 69.1%-23.6pp | 69.6%-24.1pp |
| Annual return | -7.26% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $688 | $1,668-58.7% | $2,566-73.2% | $2,381-71.1% |
| Participant deferral / active EE | $3,589 | $2,484+44.5% | $3,568+0.6% | $3,470+3.5% |
| Admin fee / account holder | $1,741 | $3,863-54.9% | $4,507-61.4% | $4,887-64.4% |