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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 | $17,194 | $49,280-65.1% | $67,313-74.5% | $64,173-73.2% |
| Participation rate | 47.1% | 60.8%-13.7pp | 69.1%-22.0pp | 69.6%-22.5pp |
| Annual return | -3.91% | -1.39%-2.5pp | -4.08%+0.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,337 | $1,668-19.9% | $2,566-47.9% | $2,381-43.8% |
| Participant deferral / active EE | $1,961 | $2,484-21.1% | $3,568-45.1% | $3,470-43.5% |
| Admin fee / account holder | $1,907 | $3,863-50.6% | $4,507-57.7% | $4,887-61.0% |