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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 | $43,441 | $71,873-39.6% | $86,698-49.9% | $68,490-36.6% |
| Participation rate | 31.3% | 72.2%-41.0pp | 76.6%-45.3pp | 67.9%-36.6pp |
| Annual return | -6.00% | 3.54%-9.5pp | 35.96%-42.0pp | -7.85%+1.9pp |
| Employer contribution / active EE | $966 | $2,173-55.6% | $2,837-66.0% | $2,597-62.8% |
| Participant deferral / active EE | $3,067 | $3,779-18.8% | $4,656-34.1% | $4,028-23.9% |
| Admin fee / account holder | $25,360 | $6,110+315.0% | $7,492+238.5% | $5,403+369.4% |