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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 | $41,744 | $56,339-25.9% | $104,299-60.0% | $68,490-39.1% |
| Participation rate | 52.6% | 63.3%-10.6pp | 73.3%-20.6pp | 67.9%-15.3pp |
| Annual return | -15.06% | -9.19%-5.9pp | 24.62%-39.7pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,084 | $1,960-44.7% | $3,373-67.9% | $2,597-58.2% |
| Participant deferral / active EE | $2,901 | $3,077-5.7% | $4,626-37.3% | $4,028-28.0% |
| Admin fee / account holder | $6,206 | $4,902+26.6% | $7,339-15.4% | $5,403+14.9% |