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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 | $32,290 | $64,719-50.1% | $112,249-71.2% | $68,486-52.9% |
| Participation rate | 48.5% | 67.2%-18.7pp | 75.1%-26.6pp | 67.9%-19.4pp |
| Annual return | 3.74% | -11.40%+15.1pp | 27.48%-23.7pp | -7.85%+11.6pp |
| Employer contribution / active EE | $1,681 | $2,747-38.8% | $3,636-53.8% | $2,597-35.3% |
| Participant deferral / active EE | $3,093 | $3,565-13.2% | $4,729-34.6% | $4,028-23.2% |
| Admin fee / account holder | $4,303 | $5,232-17.8% | $6,412-32.9% | $5,404-20.4% |