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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 | $40,804 | $62,583-34.8% | $76,767-46.8% | $64,173-36.4% |
| Participation rate | 68.6% | 72.8%-4.2pp | 77.0%-8.3pp | 69.6%-0.9pp |
| Annual return | -5.35% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,064 | $1,832-41.9% | $2,485-57.2% | $2,381-55.3% |
| Participant deferral / active EE | $2,134 | $3,145-32.2% | $3,852-44.6% | $3,470-38.5% |
| Admin fee / account holder | $2,405 | $4,667-48.5% | $6,675-64.0% | $4,887-50.8% |