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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 | $35,163 | $54,162-35.1% | $68,612-48.8% | $64,173-45.2% |
| Participation rate | 44.0% | 68.1%-24.0pp | 72.2%-28.2pp | 69.6%-25.5pp |
| Annual return | -7.46% | -1.62%-5.8pp | -4.63%-2.8pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,081 | $1,846-41.5% | $2,625-58.8% | $2,381-54.6% |
| Participant deferral / active EE | $1,978 | $2,626-24.7% | $3,311-40.3% | $3,470-43.0% |
| Admin fee / account holder | $958 | $4,029-76.2% | $5,131-81.3% | $4,887-80.4% |