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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 | $33,629 | $64,716-48.0% | $112,258-70.0% | $68,495-50.9% |
| Participation rate | 55.8% | 67.2%-11.3pp | 75.1%-19.2pp | 67.9%-12.1pp |
| Annual return | -4.22% | -11.40%+7.2pp | 27.47%-31.7pp | -7.84%+3.6pp |
| Employer contribution / active EE | $2,581 | $2,746-6.0% | $3,636-29.0% | $2,596-0.6% |
| Participant deferral / active EE | $5,102 | $3,565+43.1% | $4,728+7.9% | $4,028+26.7% |
| Admin fee / account holder | $3,147 | $5,232-39.9% | $6,411-50.9% | $5,403-41.8% |