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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 | $28,014 | $59,819-53.2% | $79,583-64.8% | $68,490-59.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -17.18% | -12.30%-4.9pp | 0.16%-17.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,492 | $1,505-0.9% | $2,414-38.2% | $2,597-42.5% |
| Participant deferral / active EE | $3,918 | $3,025+29.5% | $3,986-1.7% | $4,028-2.7% |
| Admin fee / account holder | $788 | $4,835-83.7% | $6,835-88.5% | $5,403-85.4% |