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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 | $56,246 | $42,909+31.1% | $60,906-7.7% | $68,486-17.9% |
| Participation rate | 38.6% | 66.8%-28.2pp | 73.1%-34.5pp | 67.9%-29.3pp |
| Annual return | -17.25% | -13.99%-3.3pp | 16.94%-34.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,135 | $1,979-42.6% | $2,703-58.0% | $2,597-56.3% |
| Participant deferral / active EE | $2,164 | $2,866-24.5% | $3,814-43.3% | $4,028-46.3% |
| Admin fee / account holder | $701 | $3,104-77.4% | $3,227-78.3% | $5,404-87.0% |