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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 | $33,838 | $54,726-38.2% | $68,793-50.8% | $64,181-47.3% |
| Participation rate | 67.2% | 68.0%-0.8pp | 72.2%-5.0pp | 69.6%-2.4pp |
| Annual return | -6.17% | -1.62%-4.6pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $715 | $1,846-61.2% | $2,625-72.7% | $2,381-70.0% |
| Participant deferral / active EE | $1,129 | $2,626-57.0% | $3,311-65.9% | $3,470-67.4% |
| Admin fee / account holder | $2,116 | $4,027-47.4% | $5,131-58.8% | $4,887-56.7% |