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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 | $28,988 | $37,134-21.9% | $100,671-71.2% | $52,331-44.6% |
| Participation rate | 60.9% | 57.7%+3.3pp | 70.7%-9.8pp | 68.1%-7.2pp |
| Annual return | -0.81% | 0.10%-0.9pp | 20.43%-21.2pp | 4.54%-5.4pp |
| Employer contribution / active EE | $581 | $1,187-51.0% | $4,012-85.5% | $1,882-69.1% |
| Participant deferral / active EE | $1,566 | $2,163-27.6% | $3,144-50.2% | $3,022-48.2% |
| Admin fee / account holder | $1,119 | $467+139.8% | $4,850-76.9% | $592+89.2% |