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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 | $29,437 | $52,836-44.3% | $105,736-72.2% | $64,173-54.1% |
| Participation rate | 61.5% | 66.5%-5.0pp | 76.3%-14.8pp | 69.6%-8.0pp |
| Annual return | -7.21% | 14.30%-21.5pp | 6.27%-13.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,424 | $1,827+32.7% | $3,268-25.8% | $2,381+1.8% |
| Participant deferral / active EE | $1,456 | $2,545-42.8% | $4,080-64.3% | $3,470-58.0% |
| Admin fee / account holder | $2,899 | $3,959-26.8% | $6,913-58.1% | $4,887-40.7% |