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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 | $43,133 | $73,863-41.6% | $143,797-70.0% | $68,490-37.0% |
| Participation rate | 62.9% | 66.7%-3.8pp | 80.3%-17.5pp | 67.9%-5.0pp |
| Annual return | -14.46% | 0.91%-15.4pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,039 | $3,185-36.0% | $4,952-58.8% | $2,597-21.5% |
| Participant deferral / active EE | $5,849 | $3,385+72.8% | $5,638+3.7% | $4,028+45.2% |
| Admin fee / account holder | $3,211 | $5,756-44.2% | $14,679-78.1% | $5,403-40.6% |