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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 | $42,970 | $73,848-41.8% | $143,799-70.1% | $68,486-37.3% |
| Participation rate | 44.2% | 66.7%-22.5pp | 80.3%-36.1pp | 67.9%-23.7pp |
| Annual return | -2.73% | 0.91%-3.6pp | -0.04%-2.7pp | -7.85%+5.1pp |
| Employer contribution / active EE | $1,342 | $3,184-57.9% | $4,952-72.9% | $2,597-48.3% |
| Participant deferral / active EE | $2,952 | $3,385-12.8% | $5,638-47.6% | $4,028-26.7% |
| Admin fee / account holder | $1,839 | $5,755-68.1% | $14,677-87.5% | $5,404-66.0% |