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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 | $33,026 | $42,383-22.1% | $76,518-56.8% | $64,173-48.5% |
| Participation rate | 42.9% | 58.1%-15.3pp | 68.0%-25.1pp | 69.6%-26.7pp |
| Annual return | -7.66% | -16.54%+8.9pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,611 | $1,563+3.0% | $2,647-39.2% | $2,381-32.3% |
| Participant deferral / active EE | $2,678 | $2,566+4.3% | $3,836-30.2% | $3,470-22.8% |
| Admin fee / account holder | $1,482 | $3,198-53.7% | $4,849-69.4% | $4,887-69.7% |