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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 | $27,403 | $59,834-54.2% | $79,576-65.6% | $68,495-60.0% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -17.44% | -12.30%-5.1pp | 0.15%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,134 | $1,505-24.6% | $2,413-53.0% | $2,596-56.3% |
| Participant deferral / active EE | $2,889 | $3,024-4.5% | $3,985-27.5% | $4,028-28.3% |
| Admin fee / account holder | $3,990 | $4,835-17.5% | $6,834-41.6% | $5,403-26.2% |