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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 | $32,871 | $59,813-45.0% | $79,580-58.7% | $68,486-52.0% |
| Participation rate | 58.3% | 61.1%-2.7pp | 69.5%-11.2pp | 67.9%-9.6pp |
| Annual return | -14.90% | -12.30%-2.6pp | 0.15%-15.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,107 | $1,505-26.5% | $2,413-54.1% | $2,597-57.4% |
| Participant deferral / active EE | $2,577 | $3,024-14.8% | $3,985-35.3% | $4,028-36.0% |
| Admin fee / account holder | $2,162 | $4,835-55.3% | $6,835-68.4% | $5,404-60.0% |