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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 | $45,308 | $62,583-27.6% | $76,767-41.0% | $64,173-29.4% |
| Participation rate | 54.2% | 72.8%-18.7pp | 77.0%-22.8pp | 69.6%-15.4pp |
| Annual return | -5.79% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,154 | $1,832-37.0% | $2,485-53.6% | $2,381-51.5% |
| Participant deferral / active EE | $1,821 | $3,145-42.1% | $3,852-52.7% | $3,470-47.5% |
| Admin fee / account holder | $456 | $4,667-90.2% | $6,675-93.2% | $4,887-90.7% |