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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 | $34,411 | $46,697-26.3% | $117,529-70.7% | $68,490-49.8% |
| Participation rate | 55.6% | 56.8%-1.2pp | 70.6%-15.0pp | 67.9%-12.3pp |
| Annual return | -18.60% | -14.52%-4.1pp | 29.77%-48.4pp | -7.85%-10.7pp |
| Employer contribution / active EE | $582 | $1,506-61.3% | $4,179-86.1% | $2,597-77.6% |
| Participant deferral / active EE | $3,688 | $2,637+39.8% | $4,072-9.4% | $4,028-8.4% |
| Admin fee / account holder | $2,305 | $4,023-42.7% | $5,645-59.2% | $5,403-57.3% |