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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 | $28,347 | $62,586-54.7% | $76,766-63.1% | $64,181-55.8% |
| Participation rate | 38.1% | 72.8%-34.7pp | 77.0%-38.8pp | 69.6%-31.4pp |
| Annual return | -7.29% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,311 | $1,832-28.4% | $2,485-47.2% | $2,381-44.9% |
| Participant deferral / active EE | $2,730 | $3,145-13.2% | $3,851-29.1% | $3,470-21.3% |
| Admin fee / account holder | $3,421 | $4,667-26.7% | $6,675-48.8% | $4,887-30.0% |