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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 | $33,900 | $54,726-38.1% | $68,793-50.7% | $64,181-47.2% |
| Participation rate | 54.4% | 68.0%-13.6pp | 72.2%-17.8pp | 69.6%-15.1pp |
| Annual return | -4.89% | -1.62%-3.3pp | -4.63%-0.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $719 | $1,846-61.0% | $2,625-72.6% | $2,381-69.8% |
| Participant deferral / active EE | $1,375 | $2,626-47.7% | $3,311-58.5% | $3,470-60.4% |
| Admin fee / account holder | $1,804 | $4,027-55.2% | $5,131-64.8% | $4,887-63.1% |