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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 | $38,911 | $64,719-39.9% | $112,249-65.3% | $68,486-43.2% |
| Participation rate | 58.1% | 67.2%-9.1pp | 75.1%-17.0pp | 67.9%-9.8pp |
| Annual return | -17.40% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,945 | $2,747-29.2% | $3,636-46.5% | $2,597-25.1% |
| Participant deferral / active EE | $2,698 | $3,565-24.3% | $4,729-42.9% | $4,028-33.0% |
| Admin fee / account holder | $477 | $5,232-90.9% | $6,412-92.6% | $5,404-91.2% |