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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 | $39,735 | $71,873-44.7% | $86,698-54.2% | $68,490-42.0% |
| Participation rate | 63.5% | 72.2%-8.8pp | 76.6%-13.1pp | 67.9%-4.4pp |
| Annual return | -16.10% | 3.54%-19.6pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,836 | $2,173+30.5% | $2,8370% | $2,597+9.2% |
| Participant deferral / active EE | $3,395 | $3,779-10.2% | $4,656-27.1% | $4,028-15.7% |
| Admin fee / account holder | $1,237 | $6,110-79.7% | $7,492-83.5% | $5,403-77.1% |