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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 | $34,924 | $50,958-31.5% | $74,552-53.2% | $64,181-45.6% |
| Participation rate | 51.7% | 61.1%-9.3pp | 69.1%-17.4pp | 69.6%-17.8pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,211 | $1,115+8.5% | $1,961-38.3% | $2,381-49.2% |
| Participant deferral / active EE | $2,923 | $2,301+27.0% | $3,108-6.0% | $3,470-15.8% |
| Admin fee / account holder | $389 | $4,223-90.8% | $5,060-92.3% | $4,887-92.0% |