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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 | $25,817 | $48,235-46.5% | $68,803-62.5% | $68,490-62.3% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | -19.50% | -12.70%-6.8pp | -6.37%-13.1pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,689 | $1,829-7.6% | $2,656-36.4% | $2,597-34.9% |
| Participant deferral / active EE | $2,875 | $2,867+0.3% | $3,942-27.1% | $4,028-28.6% |
| Admin fee / account holder | $1,136 | $4,361-74.0% | $4,936-77.0% | $5,403-79.0% |