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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 | $27,759 | $48,235-42.4% | $68,803-59.7% | $68,490-59.5% |
| Participation rate | 44.3% | 60.7%-16.4pp | 69.0%-24.8pp | 67.9%-23.6pp |
| Annual return | -14.24% | -12.70%-1.5pp | -6.37%-7.9pp | -7.85%-6.4pp |
| Employer contribution / active EE | $684 | $1,829-62.6% | $2,656-74.2% | $2,597-73.6% |
| Participant deferral / active EE | $2,395 | $2,867-16.5% | $3,942-39.3% | $4,028-40.5% |
| Admin fee / account holder | $4,627 | $4,361+6.1% | $4,936-6.3% | $5,403-14.4% |