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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 | $35,319 | $62,586-43.6% | $76,766-54.0% | $64,181-45.0% |
| Participation rate | 44.4% | 72.8%-28.4pp | 77.0%-32.5pp | 69.6%-25.1pp |
| Annual return | -6.28% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,236 | $1,832-32.5% | $2,485-50.3% | $2,381-48.1% |
| Participant deferral / active EE | $1,897 | $3,145-39.7% | $3,851-50.7% | $3,470-45.3% |
| Admin fee / account holder | $1,171 | $4,667-74.9% | $6,675-82.5% | $4,887-76.0% |