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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 | $26,669 | $49,280-45.9% | $67,313-60.4% | $64,173-58.4% |
| Participation rate | 34.0% | 60.8%-26.7pp | 69.1%-35.0pp | 69.6%-35.5pp |
| Annual return | 6.36% | -1.39%+7.8pp | -4.08%+10.4pp | 7.63%-1.3pp |
| Employer contribution / active EE | $945 | $1,668-43.4% | $2,566-63.2% | $2,381-60.3% |
| Participant deferral / active EE | $2,070 | $2,484-16.7% | $3,568-42.0% | $3,470-40.3% |
| Admin fee / account holder | $540 | $3,863-86.0% | $4,507-88.0% | $4,887-89.0% |