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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 | $39,194 | $72,639-46.0% | $90,766-56.8% | $66,949-41.5% |
| Participation rate | 36.6% | 73.7%-37.1pp | 75.7%-39.1pp | 69.8%-33.2pp |
| Annual return | 19.56% | -12.28%+31.8pp | -12.16%+31.7pp | 1.57%+18.0pp |
| Employer contribution / active EE | $1,416 | $2,369-40.2% | $2,922-51.5% | $2,545-44.4% |
| Participant deferral / active EE | $2,867 | $3,979-27.9% | $4,565-37.2% | $4,239-32.4% |
| Admin fee / account holder | $3,127 | $708+341.9% | $8,446-63.0% | $594+426.7% |