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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 | $41,004 | $65,125-37.0% | $143,797-71.5% | $66,949-38.8% |
| Participation rate | 67.0% | 65.2%+1.8pp | 80.3%-13.3pp | 69.8%-2.8pp |
| Annual return | -12.60% | -11.13%-1.5pp | -0.04%-12.6pp | 1.57%-14.2pp |
| Employer contribution / active EE | $2,040 | $2,362-13.7% | $4,952-58.8% | $2,545-19.9% |
| Participant deferral / active EE | $2,996 | $2,920+2.6% | $5,638-46.9% | $4,239-29.3% |
| Admin fee / account holder | $3,239 | $503+544.4% | $14,679-77.9% | $594+445.7% |