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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 | $35,118 | $56,484-37.8% | $169,452-79.3% | $64,173-45.3% |
| Participation rate | 67.5% | 64.5%+3.0pp | 77.8%-10.3pp | 69.6%-2.1pp |
| Annual return | -5.24% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,311 | $1,832-28.5% | $4,157-68.5% | $2,381-44.9% |
| Participant deferral / active EE | $2,600 | $3,448-24.6% | $5,277-50.7% | $3,470-25.1% |
| Admin fee / account holder | $1,108 | $4,174-73.5% | $9,110-87.8% | $4,887-77.3% |