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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 | $36,692 | $53,596-31.5% | $90,657-59.5% | $64,173-42.8% |
| Participation rate | 41.3% | 64.5%-23.3pp | 74.0%-32.8pp | 69.6%-28.3pp |
| Annual return | -7.92% | 4.41%-12.3pp | 1.89%-9.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,300 | $1,503-13.5% | $2,532-48.7% | $2,381-45.4% |
| Participant deferral / active EE | $2,713 | $2,459+10.4% | $3,424-20.8% | $3,470-21.8% |
| Admin fee / account holder | $1,420 | $3,868-63.3% | $4,994-71.6% | $4,887-70.9% |