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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 | $29,125 | $52,836-44.9% | $105,736-72.5% | $64,173-54.6% |
| Participation rate | 67.5% | 66.5%+1.0pp | 76.3%-8.8pp | 69.6%-2.1pp |
| Annual return | -6.26% | 14.30%-20.6pp | 6.27%-12.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $818 | $1,827-55.2% | $3,268-75.0% | $2,381-65.6% |
| Participant deferral / active EE | $2,095 | $2,545-17.7% | $4,080-48.6% | $3,470-39.6% |
| Admin fee / account holder | $763 | $3,959-80.7% | $6,913-89.0% | $4,887-84.4% |