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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 | $26,702 | $54,162-50.7% | $68,612-61.1% | $64,173-58.4% |
| Participation rate | 64.5% | 68.1%-3.6pp | 72.2%-7.8pp | 69.6%-5.1pp |
| Annual return | -7.56% | -1.62%-5.9pp | -4.63%-2.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $903 | $1,846-51.1% | $2,625-65.6% | $2,381-62.1% |
| Participant deferral / active EE | $1,238 | $2,626-52.9% | $3,311-62.6% | $3,470-64.3% |
| Admin fee / account holder | $854 | $4,029-78.8% | $5,131-83.4% | $4,887-82.5% |