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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 | $37,653 | $59,819-37.1% | $79,583-52.7% | $68,490-45.0% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -17.57% | -12.30%-5.3pp | 0.16%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,638 | $1,505+8.8% | $2,414-32.1% | $2,597-36.9% |
| Participant deferral / active EE | $4,002 | $3,025+32.3% | $3,986+0.4% | $4,028-0.6% |
| Admin fee / account holder | $2,968 | $4,835-38.6% | $6,835-56.6% | $5,403-45.1% |