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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 | $41,197 | $73,839-44.2% | $143,788-71.3% | $68,495-39.9% |
| Participation rate | 60.4% | 66.7%-6.2pp | 80.3%-19.9pp | 67.9%-7.5pp |
| Annual return | -15.04% | 1.01%-16.0pp | -0.03%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,123 | $3,184-33.3% | $4,952-57.1% | $2,596-18.3% |
| Participant deferral / active EE | $2,052 | $3,384-39.4% | $5,638-63.6% | $4,028-49.0% |
| Admin fee / account holder | $4,766 | $5,755-17.2% | $14,675-67.5% | $5,403-11.8% |