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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 | $34,589 | $49,280-29.8% | $67,313-48.6% | $64,173-46.1% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.1%-13.5pp | 69.6%-14.0pp |
| Annual return | -6.15% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $910 | $1,668-45.5% | $2,566-64.5% | $2,381-61.8% |
| Participant deferral / active EE | $4,422 | $2,484+78.0% | $3,568+23.9% | $3,470+27.5% |
| Admin fee / account holder | $11,645 | $3,863+201.5% | $4,507+158.4% | $4,887+138.3% |