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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 | $32,044 | $58,587-45.3% | $83,322-61.5% | $64,173-50.1% |
| Participation rate | 53.7% | 72.0%-18.3pp | 77.8%-24.1pp | 69.6%-15.9pp |
| Annual return | -4.59% | 9.65%-14.2pp | 10.64%-15.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,065 | $2,098-49.2% | $3,379-68.5% | $2,381-55.3% |
| Participant deferral / active EE | $2,202 | $4,654-52.7% | $5,565-60.4% | $3,470-36.5% |
| Admin fee / account holder | $1,933 | $9,279-79.2% | $7,540-74.4% | $4,887-60.4% |