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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 | $38,204 | $58,587-34.8% | $83,322-54.1% | $64,173-40.5% |
| Participation rate | 42.5% | 72.0%-29.5pp | 77.8%-35.3pp | 69.6%-27.1pp |
| Annual return | -6.41% | 9.65%-16.1pp | 10.64%-17.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,956 | $4,654-36.5% | $5,565-46.9% | $3,470-14.8% |
| Admin fee / account holder | $3,604 | $9,279-61.2% | $7,540-52.2% | $4,887-26.3% |