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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 | $31,038 | $62,583-50.4% | $76,767-59.6% | $64,173-51.6% |
| Participation rate | 68.4% | 72.8%-4.4pp | 77.0%-8.5pp | 69.6%-1.1pp |
| Annual return | -2.29% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,229 | $1,832+21.6% | $2,485-10.3% | $2,381-6.4% |
| Participant deferral / active EE | $5,277 | $3,145+67.8% | $3,852+37.0% | $3,470+52.1% |
| Admin fee / account holder | $742 | $4,667-84.1% | $6,675-88.9% | $4,887-84.8% |