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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 | $25,147 | $42,383-40.7% | $76,518-67.1% | $64,173-60.8% |
| Participation rate | 44.0% | 58.1%-14.1pp | 68.0%-24.0pp | 69.6%-25.6pp |
| Annual return | 10.23% | -16.54%+26.8pp | -0.27%+10.5pp | 7.63%+2.6pp |
| Employer contribution / active EE | $508 | $1,563-67.5% | $2,647-80.8% | $2,381-78.7% |
| Participant deferral / active EE | $1,250 | $2,566-51.3% | $3,836-67.4% | $3,470-64.0% |
| Admin fee / account holder | $5,626 | $3,198+75.9% | $4,849+16.0% | $4,887+15.1% |