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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 | $31,401 | $56,484-44.4% | $169,452-81.5% | $64,173-51.1% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -6.90% | -1.55%-5.4pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $918 | $1,832-49.9% | $4,157-77.9% | $2,381-61.4% |
| Participant deferral / active EE | $1,994 | $3,448-42.2% | $5,277-62.2% | $3,470-42.5% |
| Admin fee / account holder | $827 | $4,174-80.2% | $9,110-90.9% | $4,887-83.1% |