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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 | $34,801 | $53,162-34.5% | $91,225-61.9% | $68,495-49.2% |
| Participation rate | 57.4% | 63.2%-5.9pp | 73.2%-15.8pp | 67.9%-10.5pp |
| Annual return | -18.15% | -3.14%-15.0pp | 114.10%-132.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,688 | $1,709-1.3% | $2,851-40.8% | $2,596-35.0% |
| Participant deferral / active EE | $3,023 | $2,974+1.6% | $4,234-28.6% | $4,028-25.0% |
| Admin fee / account holder | $1,241 | $4,493-72.4% | $5,422-77.1% | $5,403-77.0% |