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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 | $26,386 | $61,660-57.2% | $80,022-67.0% | $64,173-58.9% |
| Participation rate | 46.9% | 71.7%-24.8pp | 75.8%-29.0pp | 69.6%-22.7pp |
| Annual return | -6.92% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $554 | $1,810-69.4% | $2,468-77.6% | $2,381-76.7% |
| Participant deferral / active EE | $1,746 | $2,968-41.2% | $3,686-52.6% | $3,470-49.7% |
| Admin fee / account holder | $336 | $5,417-93.8% | $6,521-94.8% | $4,887-93.1% |