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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 | $38,260 | $73,863-48.2% | $143,797-73.4% | $68,490-44.1% |
| Participation rate | 62.2% | 66.7%-4.4pp | 80.3%-18.1pp | 67.9%-5.7pp |
| Annual return | -16.12% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,366 | $3,185-57.1% | $4,952-72.4% | $2,597-47.4% |
| Participant deferral / active EE | $2,204 | $3,385-34.9% | $5,638-60.9% | $4,028-45.3% |
| Admin fee / account holder | $2,327 | $5,756-59.6% | $14,679-84.1% | $5,403-56.9% |