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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 | $35,187 | $67,411-47.8% | $91,004-61.3% | $70,126-49.8% |
| Participation rate | 56.7% | 71.4%-14.7pp | 75.6%-18.9pp | 69.5%-12.9pp |
| Annual return | 15.11% | -40.16%+55.3pp | 4.60%+10.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $475 | $1,786-73.4% | $2,456-80.6% | $2,343-79.7% |
| Participant deferral / active EE | $1,289 | $2,823-54.3% | $3,548-63.7% | $3,332-61.3% |
| Admin fee / account holder | $4,559 | $4,236+7.6% | $5,417-15.8% | $4,645-1.9% |