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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 | $33,369 | $53,596-37.7% | $90,657-63.2% | $64,173-48.0% |
| Participation rate | 60.5% | 64.5%-4.0pp | 74.0%-13.5pp | 69.6%-9.0pp |
| Annual return | -5.48% | 4.41%-9.9pp | 1.89%-7.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,387 | $1,503-7.7% | $2,532-45.2% | $2,381-41.7% |
| Participant deferral / active EE | $2,516 | $2,459+2.3% | $3,424-26.5% | $3,470-27.5% |
| Admin fee / account holder | $1,805 | $3,868-53.3% | $4,994-63.9% | $4,887-63.1% |