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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 | $33,503 | $71,878-53.4% | $86,698-61.4% | $68,486-51.1% |
| Participation rate | 39.3% | 72.2%-32.9pp | 76.6%-37.3pp | 67.9%-28.6pp |
| Annual return | -15.60% | 3.53%-19.1pp | 35.95%-51.6pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,261 | $2,173-42.0% | $2,837-55.5% | $2,597-51.4% |
| Participant deferral / active EE | $2,496 | $3,779-33.9% | $4,656-46.4% | $4,028-38.0% |
| Admin fee / account holder | $3,779 | $6,113-38.2% | $7,493-49.6% | $5,404-30.1% |