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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 | $49,448 | $72,388-31.7% | $111,392-55.6% | $64,173-22.9% |
| Participation rate | 31.7% | 70.5%-38.8pp | 78.9%-47.2pp | 69.6%-37.9pp |
| Annual return | -7.82% | -1.50%-6.3pp | -2.06%-5.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,358 | $3,000-54.7% | $4,328-68.6% | $2,381-43.0% |
| Participant deferral / active EE | $1,805 | $4,241-57.4% | $5,567-67.6% | $3,470-48.0% |
| Admin fee / account holder | $2,320 | $5,719-59.4% | $12,266-81.1% | $4,887-52.5% |