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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 | $35,874 | $42,383-15.4% | $76,518-53.1% | $64,173-44.1% |
| Participation rate | 36.7% | 58.1%-21.5pp | 68.0%-31.3pp | 69.6%-32.9pp |
| Annual return | -6.46% | -16.54%+10.1pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $338 | $1,563-78.4% | $2,647-87.2% | $2,381-85.8% |
| Participant deferral / active EE | $2,246 | $2,566-12.5% | $3,836-41.4% | $3,470-35.3% |
| Admin fee / account holder | $4,764 | $3,198+49.0% | $4,849-1.8% | $4,887-2.5% |