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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 | $54,670 | $48,267+13.3% | $68,794-20.5% | $68,495-20.2% |
| Participation rate | 21.6% | 60.7%-39.0pp | 69.0%-47.4pp | 67.9%-46.3pp |
| Annual return | -15.44% | -12.70%-2.7pp | -6.37%-9.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $364 | $1,829-80.1% | $2,656-86.3% | $2,596-86.0% |
| Participant deferral / active EE | $1,800 | $2,867-37.2% | $3,941-54.3% | $4,028-55.3% |
| Admin fee / account holder | $1,459 | $4,362-66.6% | $4,934-70.4% | $5,403-73.0% |