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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 | $29,716 | $62,589-52.5% | $76,768-61.3% | $64,173-53.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -6.24% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,056 | $1,832-42.4% | $2,485-57.5% | $2,381-55.7% |
| Participant deferral / active EE | $1,667 | $3,145-47.0% | $3,852-56.7% | $3,470-52.0% |
| Admin fee / account holder | $2,421 | $4,667-48.1% | $6,675-63.7% | $4,887-50.5% |