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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 | $27,993 | $61,660-54.6% | $80,022-65.0% | $64,173-56.4% |
| Participation rate | 56.7% | 71.7%-15.0pp | 75.8%-19.2pp | 69.6%-12.9pp |
| Annual return | 0.07% | -0.33%+0.4pp | 11.22%-11.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,102 | $1,810-39.1% | $2,468-55.4% | $2,381-53.7% |
| Participant deferral / active EE | $2,083 | $2,968-29.8% | $3,686-43.5% | $3,470-40.0% |
| Admin fee / account holder | $2,862 | $5,417-47.2% | $6,521-56.1% | $4,887-41.4% |