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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 | $35,391 | $62,589-43.5% | $76,768-53.9% | $64,173-44.9% |
| Participation rate | 69.2% | 72.8%-3.6pp | 77.0%-7.7pp | 69.6%-0.3pp |
| Annual return | -6.91% | -1.95%-5.0pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $927 | $1,832-49.4% | $2,485-62.7% | $2,381-61.0% |
| Participant deferral / active EE | $1,641 | $3,145-47.8% | $3,852-57.4% | $3,470-52.7% |
| Admin fee / account holder | $7,271 | $4,667+55.8% | $6,675+8.9% | $4,887+48.8% |