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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 | $35,451 | $56,484-37.2% | $169,452-79.1% | $64,173-44.8% |
| Participation rate | 48.4% | 64.5%-16.2pp | 77.8%-29.4pp | 69.6%-21.2pp |
| Annual return | -6.72% | -1.55%-5.2pp | 1.83%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,209 | $1,832-34.0% | $4,157-70.9% | $2,381-49.2% |
| Participant deferral / active EE | $2,116 | $3,448-38.6% | $5,277-59.9% | $3,470-39.0% |
| Admin fee / account holder | $3,594 | $4,174-13.9% | $9,110-60.5% | $4,887-26.5% |