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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 | $47,962 | $42,909+11.8% | $60,906-21.3% | $68,486-30.0% |
| Participation rate | 43.1% | 66.8%-23.7pp | 73.1%-30.0pp | 67.9%-24.8pp |
| Annual return | -17.07% | -13.99%-3.1pp | 16.94%-34.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $390 | $1,979-80.3% | $2,703-85.6% | $2,597-85.0% |
| Participant deferral / active EE | $2,121 | $2,866-26.0% | $3,814-44.4% | $4,028-47.3% |
| Admin fee / account holder | $1,350 | $3,104-56.5% | $3,227-58.2% | $5,404-75.0% |