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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 | $52,581 | $58,093-9.5% | $80,022-34.3% | $56,287-6.6% |
| Participation rate | 42.7% | 73.6%-30.9pp | 75.8%-33.1pp | 69.9%-27.1pp |
| Annual return | -6.23% | 34.63%-40.9pp | 11.22%-17.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $925 | $1,933-52.2% | $2,468-62.5% | $2,111-56.2% |
| Participant deferral / active EE | $1,886 | $3,136-39.9% | $3,686-48.8% | $3,350-43.7% |
| Admin fee / account holder | $1,476 | $623+137.1% | $6,521-77.4% | $521+183.4% |