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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 | $40,999 | $73,019-43.9% | $90,766-54.8% | $68,490-40.1% |
| Participation rate | 54.1% | 70.8%-16.7pp | 75.7%-21.6pp | 67.9%-13.8pp |
| Annual return | -15.28% | -13.81%-1.5pp | -12.16%-3.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $554 | $2,193-74.7% | $2,922-81.0% | $2,597-78.7% |
| Participant deferral / active EE | $2,650 | $3,626-26.9% | $4,565-41.9% | $4,028-34.2% |
| Admin fee / account holder | $9,503 | $5,897+61.2% | $8,446+12.5% | $5,403+75.9% |