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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 | $41,275 | $56,339-26.7% | $104,299-60.4% | $68,490-39.7% |
| Participation rate | 55.6% | 63.3%-7.7pp | 73.3%-17.7pp | 67.9%-12.3pp |
| Annual return | -15.22% | -9.19%-6.0pp | 24.62%-39.8pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,343 | $1,960-31.5% | $3,373-60.2% | $2,597-48.3% |
| Participant deferral / active EE | $2,479 | $3,077-19.4% | $4,626-46.4% | $4,028-38.4% |
| Admin fee / account holder | $1,289 | $4,902-73.7% | $7,339-82.4% | $5,403-76.2% |