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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 | $34,434 | $73,009-52.8% | $90,756-62.1% | $68,495-49.7% |
| Participation rate | 53.5% | 70.8%-17.3pp | 75.7%-22.2pp | 67.9%-14.4pp |
| Annual return | -11.30% | -13.81%+2.5pp | -12.16%+0.9pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,451 | $2,193-33.8% | $2,922-50.3% | $2,596-44.1% |
| Participant deferral / active EE | $2,944 | $3,626-18.8% | $4,565-35.5% | $4,028-26.9% |
| Admin fee / account holder | $2,330 | $5,896-60.5% | $8,445-72.4% | $5,403-56.9% |