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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 | $34,131 | $64,716-47.3% | $112,258-69.6% | $68,495-50.2% |
| Participation rate | 27.4% | 67.2%-39.8pp | 75.1%-47.7pp | 67.9%-40.5pp |
| Annual return | -16.07% | -11.40%-4.7pp | 27.47%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,007 | $2,746-63.3% | $3,636-72.3% | $2,596-61.2% |
| Participant deferral / active EE | $1,720 | $3,565-51.7% | $4,728-63.6% | $4,028-57.3% |
| Admin fee / account holder | $1,244 | $5,232-76.2% | $6,411-80.6% | $5,403-77.0% |