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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 | $31,463 | $48,267-34.8% | $68,794-54.3% | $68,495-54.1% |
| Participation rate | 34.4% | 60.7%-26.3pp | 69.0%-34.6pp | 67.9%-33.5pp |
| Annual return | -13.75% | -12.70%-1.0pp | -6.37%-7.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,024 | $1,829-44.0% | $2,656-61.5% | $2,596-60.6% |
| Participant deferral / active EE | $3,112 | $2,867+8.5% | $3,941-21.0% | $4,028-22.7% |
| Admin fee / account holder | $3,166 | $4,362-27.4% | $4,934-35.8% | $5,403-41.4% |