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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 | $34,028 | $61,660-44.8% | $80,022-57.5% | $64,173-47.0% |
| Participation rate | 26.9% | 71.7%-44.8pp | 75.8%-48.9pp | 69.6%-42.6pp |
| Annual return | -6.20% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,562 | $2,968-13.7% | $3,686-30.5% | $3,470-26.2% |
| Admin fee / account holder | $471 | $5,417-91.3% | $6,521-92.8% | $4,887-90.4% |