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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 | $61,935 | $62,589-1.0% | $76,768-19.3% | $64,173-3.5% |
| Participation rate | 39.0% | 72.8%-33.8pp | 77.0%-37.9pp | 69.6%-30.5pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $666 | $1,832-63.7% | $2,485-73.2% | $2,381-72.0% |
| Participant deferral / active EE | $4,108 | $3,145+30.6% | $3,852+6.7% | $3,470+18.4% |
| Admin fee / account holder | $967 | $4,667-79.3% | $6,675-85.5% | $4,887-80.2% |