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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 | $32,518 | $48,267-32.6% | $68,794-52.7% | $68,495-52.5% |
| Participation rate | 28.0% | 60.7%-32.7pp | 69.0%-41.0pp | 67.9%-39.9pp |
| Annual return | -16.41% | -12.70%-3.7pp | -6.37%-10.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,620 | $1,829-11.4% | $2,656-39.0% | $2,596-37.6% |
| Participant deferral / active EE | $3,221 | $2,867+12.3% | $3,941-18.3% | $4,028-20.0% |
| Admin fee / account holder | $3,471 | $4,362-20.4% | $4,934-29.7% | $5,403-35.8% |