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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 | $41,254 | $61,660-33.1% | $80,022-48.4% | $64,181-35.7% |
| Participation rate | 38.3% | 71.7%-33.4pp | 75.8%-37.6pp | 69.6%-31.3pp |
| Annual return | -4.81% | -0.33%-4.5pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $933 | $1,810-48.5% | $2,468-62.2% | $2,381-60.8% |
| Participant deferral / active EE | $2,097 | $2,968-29.3% | $3,686-43.1% | $3,470-39.6% |
| Admin fee / account holder | $2,611 | $5,417-51.8% | $6,521-60.0% | $4,887-46.6% |