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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 | $47,757 | $62,583-23.7% | $76,767-37.8% | $64,173-25.6% |
| Participation rate | 43.2% | 72.8%-29.6pp | 77.0%-33.7pp | 69.6%-26.3pp |
| Annual return | -6.26% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $849 | $1,832-53.7% | $2,485-65.9% | $2,381-64.4% |
| Participant deferral / active EE | $1,929 | $3,145-38.7% | $3,852-49.9% | $3,470-44.4% |
| Admin fee / account holder | $1,725 | $4,667-63.0% | $6,675-74.2% | $4,887-64.7% |