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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 | $22,673 | $52,836-57.1% | $105,738-78.6% | $64,181-64.7% |
| Participation rate | 29.5% | 66.5%-37.1pp | 76.3%-46.8pp | 69.6%-40.1pp |
| Annual return | -6.64% | 14.30%-20.9pp | 6.27%-12.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $641 | $1,827-64.9% | $3,268-80.4% | $2,381-73.1% |
| Participant deferral / active EE | $1,290 | $2,545-49.3% | $4,080-68.4% | $3,470-62.8% |
| Admin fee / account holder | $1,723 | $3,959-56.5% | $6,913-75.1% | $4,887-64.8% |