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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 | $57,914 | $62,589-7.5% | $76,768-24.6% | $64,173-9.8% |
| Participation rate | 41.9% | 72.8%-30.9pp | 77.0%-35.1pp | 69.6%-27.7pp |
| Annual return | 2.69% | -1.95%+4.6pp | 2.43%+0.3pp | 7.63%-4.9pp |
| Employer contribution / active EE | $570 | $1,832-68.9% | $2,485-77.1% | $2,381-76.1% |
| Participant deferral / active EE | $1,589 | $3,145-49.5% | $3,852-58.8% | $3,470-54.2% |
| Admin fee / account holder | $3,634 | $4,667-22.1% | $6,675-45.6% | $4,887-25.7% |