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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 | $66,238 | $73,863-10.3% | $143,797-53.9% | $68,490-3.3% |
| Participation rate | 52.4% | 66.7%-14.2pp | 80.3%-27.9pp | 67.9%-15.5pp |
| Annual return | 2.28% | 0.91%+1.4pp | -0.04%+2.3pp | -7.85%+10.1pp |
| Employer contribution / active EE | $825 | $3,185-74.1% | $4,952-83.3% | $2,597-68.2% |
| Participant deferral / active EE | $1,365 | $3,385-59.7% | $5,638-75.8% | $4,028-66.1% |
| Admin fee / account holder | $639 | $5,756-88.9% | $14,679-95.6% | $5,403-88.2% |