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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 | $30,148 | $71,873-58.1% | $86,698-65.2% | $68,490-56.0% |
| Participation rate | 59.6% | 72.2%-12.7pp | 76.6%-17.0pp | 67.9%-8.3pp |
| Annual return | -15.39% | 3.54%-18.9pp | 35.96%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,314 | $2,173-39.5% | $2,837-53.7% | $2,597-49.4% |
| Participant deferral / active EE | $2,531 | $3,779-33.0% | $4,656-45.6% | $4,028-37.2% |
| Admin fee / account holder | $1,432 | $6,110-76.6% | $7,492-80.9% | $5,403-73.5% |