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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 | $10,794 | $43,344-75.1% | $59,899-82.0% | $64,173-83.2% |
| Participation rate | 36.6% | 69.2%-32.6pp | 74.7%-38.1pp | 69.6%-33.0pp |
| Annual return | -2.98% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $424 | $2,030-79.1% | $2,723-84.4% | $2,381-82.2% |
| Participant deferral / active EE | $1,102 | $2,547-56.7% | $3,402-67.6% | $3,470-68.2% |
| Admin fee / account holder | $2,168 | $3,008-27.9% | $3,592-39.6% | $4,887-55.6% |