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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 | $25,162 | $62,583-59.8% | $76,767-67.2% | $64,173-60.8% |
| Participation rate | 57.1% | 72.8%-15.7pp | 77.0%-19.8pp | 69.6%-12.4pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,229 | $1,832-32.9% | $2,485-50.5% | $2,381-48.4% |
| Participant deferral / active EE | $2,042 | $3,145-35.1% | $3,852-47.0% | $3,470-41.2% |
| Admin fee / account holder | $1,984 | $4,667-57.5% | $6,675-70.3% | $4,887-59.4% |