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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 | $45,159 | $64,719-30.2% | $112,249-59.8% | $68,486-34.1% |
| Participation rate | 46.4% | 67.2%-20.7pp | 75.1%-28.6pp | 67.9%-21.5pp |
| Annual return | -13.84% | -11.40%-2.4pp | 27.48%-41.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,336 | $2,747-51.4% | $3,636-63.3% | $2,597-48.6% |
| Participant deferral / active EE | $2,108 | $3,565-40.9% | $4,729-55.4% | $4,028-47.7% |
| Admin fee / account holder | $4,560 | $5,232-12.8% | $6,412-28.9% | $5,404-15.6% |