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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 | $18,972 | $42,383-55.2% | $76,518-75.2% | $64,173-70.4% |
| Participation rate | 41.3% | 58.1%-16.9pp | 68.0%-26.7pp | 69.6%-28.3pp |
| Annual return | -0.02% | -16.54%+16.5pp | -0.27%+0.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,538 | $1,563-1.6% | $2,647-41.9% | $2,381-35.4% |
| Participant deferral / active EE | $3,351 | $2,566+30.6% | $3,836-12.6% | $3,470-3.4% |
| Admin fee / account holder | $2,255 | $3,198-29.5% | $4,849-53.5% | $4,887-53.9% |