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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 | $42,917-19.5% | $60,899-43.3% | $68,495-49.6% |
| Participation rate | 29.8% | 66.8%-37.0pp | 73.1%-43.3pp | 67.9%-38.1pp |
| Annual return | -12.44% | -13.99%+1.5pp | 16.92%-29.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $671 | $1,979-66.1% | $2,702-75.2% | $2,596-74.2% |
| Participant deferral / active EE | $1,733 | $2,867-39.6% | $3,817-54.6% | $4,028-57.0% |
| Admin fee / account holder | $9,091 | $3,102+193.1% | $3,225+181.9% | $5,403+68.3% |