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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 | $34,105 | $73,848-53.8% | $143,799-76.3% | $68,486-50.2% |
| Participation rate | 32.3% | 66.7%-34.4pp | 80.3%-48.1pp | 67.9%-35.6pp |
| Annual return | -11.92% | 0.91%-12.8pp | -0.04%-11.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $1,352 | $3,184-57.5% | $4,952-72.7% | $2,597-47.9% |
| Participant deferral / active EE | $2,794 | $3,385-17.4% | $5,638-50.4% | $4,028-30.6% |
| Admin fee / account holder | $7,219 | $5,755+25.4% | $14,677-50.8% | $5,404+33.6% |