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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 | $39,460 | $73,839-46.6% | $143,788-72.6% | $68,495-42.4% |
| Participation rate | 29.1% | 66.7%-37.6pp | 80.3%-51.2pp | 67.9%-38.8pp |
| Annual return | -18.03% | 1.01%-19.0pp | -0.03%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,081 | $3,184-66.0% | $4,952-78.2% | $2,596-58.4% |
| Participant deferral / active EE | $2,601 | $3,384-23.1% | $5,638-53.9% | $4,028-35.4% |
| Admin fee / account holder | $2,549 | $5,755-55.7% | $14,675-82.6% | $5,403-52.8% |