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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 | $42,929 | $73,863-41.9% | $143,797-70.1% | $68,490-37.3% |
| Participation rate | 67.6% | 66.7%+1.0pp | 80.3%-12.7pp | 67.9%-0.2pp |
| Annual return | -15.19% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $998 | $3,185-68.7% | $4,952-79.8% | $2,597-61.6% |
| Participant deferral / active EE | $2,183 | $3,385-35.5% | $5,638-61.3% | $4,028-45.8% |
| Admin fee / account holder | $3,519 | $5,756-38.9% | $14,679-76.0% | $5,403-34.9% |