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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 | $39,167 | $73,848-47.0% | $143,799-72.8% | $68,486-42.8% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -15.22% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,838 | $3,184-42.3% | $4,952-62.9% | $2,597-29.2% |
| Participant deferral / active EE | $3,851 | $3,385+13.8% | $5,638-31.7% | $4,028-4.4% |
| Admin fee / account holder | $2,311 | $5,755-59.8% | $14,677-84.3% | $5,404-57.2% |