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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 | $24,236 | $62,583-61.3% | $76,767-68.4% | $64,173-62.2% |
| Participation rate | 51.7% | 72.8%-21.1pp | 77.0%-25.2pp | 69.6%-17.8pp |
| Annual return | -7.29% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,342 | $1,832-26.7% | $2,485-46.0% | $2,381-43.6% |
| Participant deferral / active EE | $2,823 | $3,145-10.3% | $3,852-26.7% | $3,470-18.7% |
| Admin fee / account holder | $416 | $4,667-91.1% | $6,675-93.8% | $4,887-91.5% |