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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 | $34,393 | $64,729-46.9% | $112,263-69.4% | $68,490-49.8% |
| Participation rate | 62.9% | 67.2%-4.3pp | 75.1%-12.2pp | 67.9%-5.0pp |
| Annual return | -13.72% | -11.40%-2.3pp | 27.49%-41.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,532 | $2,746-44.2% | $3,636-57.9% | $2,597-41.0% |
| Participant deferral / active EE | $3,036 | $3,566-14.9% | $4,729-35.8% | $4,028-24.6% |
| Admin fee / account holder | $3,628 | $5,222-30.5% | $6,410-43.4% | $5,403-32.9% |