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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 | $65,758 | $73,839-10.9% | $143,788-54.3% | $68,495-4.0% |
| Participation rate | 26.9% | 66.7%-39.7pp | 80.3%-53.4pp | 67.9%-41.0pp |
| Annual return | -6.13% | 1.01%-7.1pp | -0.03%-6.1pp | -7.84%+1.7pp |
| Employer contribution / active EE | $1,176 | $3,184-63.1% | $4,952-76.2% | $2,596-54.7% |
| Participant deferral / active EE | $1,267 | $3,384-62.6% | $5,638-77.5% | $4,028-68.5% |
| Admin fee / account holder | $1,623 | $5,755-71.8% | $14,675-88.9% | $5,403-70.0% |