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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 | $44,644 | $56,339-20.8% | $104,301-57.2% | $68,486-34.8% |
| Participation rate | 42.3% | 63.3%-21.0pp | 73.3%-31.0pp | 67.9%-25.6pp |
| Annual return | -15.55% | -9.19%-6.4pp | 24.61%-40.2pp | -7.85%-7.7pp |
| Employer contribution / active EE | $643 | $1,960-67.2% | $3,373-80.9% | $2,597-75.2% |
| Participant deferral / active EE | $1,683 | $3,077-45.3% | $4,626-63.6% | $4,028-58.2% |
| Admin fee / account holder | $1,431 | $4,902-70.8% | $7,340-80.5% | $5,404-73.5% |