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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 | $36,905 | $50,947-27.6% | $74,551-50.5% | $64,173-42.5% |
| Participation rate | 31.4% | 61.1%-29.6pp | 69.1%-37.7pp | 69.6%-38.1pp |
| Annual return | -5.72% | -1.85%-3.9pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $383 | $1,115-65.7% | $1,961-80.5% | $2,381-83.9% |
| Participant deferral / active EE | $1,262 | $2,302-45.2% | $3,108-59.4% | $3,470-63.6% |
| Admin fee / account holder | $5,103 | $4,221+20.9% | $5,059+0.9% | $4,887+4.4% |