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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 | $29,734 | $61,660-51.8% | $80,022-62.8% | $64,181-53.7% |
| Participation rate | 68.4% | 71.7%-3.3pp | 75.8%-7.4pp | 69.6%-1.1pp |
| Annual return | 1.66% | -0.33%+2.0pp | 11.22%-9.6pp | 7.63%-6.0pp |
| Employer contribution / active EE | $1,054 | $1,810-41.8% | $2,468-57.3% | $2,381-55.7% |
| Participant deferral / active EE | $2,154 | $2,968-27.4% | $3,686-41.6% | $3,470-37.9% |
| Admin fee / account holder | $3,168 | $5,417-41.5% | $6,521-51.4% | $4,887-35.2% |