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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 | $30,343 | $45,872-33.9% | $77,096-60.6% | $68,486-55.7% |
| Participation rate | 48.9% | 55.9%-7.0pp | 67.9%-19.0pp | 67.9%-19.0pp |
| Annual return | -15.12% | 1.73%-16.8pp | 42.35%-57.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $825 | $1,650-50.0% | $2,814-70.7% | $2,597-68.2% |
| Participant deferral / active EE | $2,097 | $2,963-29.2% | $4,429-52.7% | $4,028-47.9% |
| Admin fee / account holder | $1,577 | $3,041-48.1% | $5,428-70.9% | $5,404-70.8% |