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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 | $25,947 | $42,909-39.5% | $60,906-57.4% | $68,486-62.1% |
| Participation rate | 39.0% | 66.8%-27.8pp | 73.1%-34.1pp | 67.9%-28.9pp |
| Annual return | -16.80% | -13.99%-2.8pp | 16.94%-33.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,138 | $1,979-42.5% | $2,703-57.9% | $2,597-56.2% |
| Participant deferral / active EE | $1,931 | $2,866-32.6% | $3,814-49.4% | $4,028-52.0% |
| Admin fee / account holder | $1,303 | $3,104-58.0% | $3,227-59.6% | $5,404-75.9% |