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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 | $38,768 | $56,484-31.4% | $169,452-77.1% | $64,173-39.6% |
| Participation rate | 19.2% | 64.5%-45.3pp | 77.8%-58.6pp | 69.6%-50.3pp |
| Annual return | -7.81% | -1.55%-6.3pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $783 | $1,832-57.3% | $4,157-81.2% | $2,381-67.1% |
| Participant deferral / active EE | $1,204 | $3,448-65.1% | $5,277-77.2% | $3,470-65.3% |
| Admin fee / account holder | $903 | $4,174-78.4% | $9,110-90.1% | $4,887-81.5% |