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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 | $34,539 | $42,910-19.5% | $60,919-43.3% | $68,490-49.6% |
| Participation rate | 29.8% | 66.8%-37.0pp | 73.1%-43.3pp | 67.9%-38.1pp |
| Annual return | -12.44% | -13.99%+1.6pp | 16.96%-29.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $671 | $1,978-66.1% | $2,704-75.2% | $2,597-74.2% |
| Participant deferral / active EE | $1,733 | $2,866-39.5% | $3,814-54.6% | $4,028-57.0% |
| Admin fee / account holder | $9,091 | $3,104+192.8% | $3,228+181.7% | $5,403+68.3% |