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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 | $40,480 | $64,729-37.5% | $112,263-63.9% | $68,490-40.9% |
| Participation rate | 36.7% | 67.2%-30.5pp | 75.1%-38.4pp | 67.9%-31.2pp |
| Annual return | -5.79% | -11.40%+5.6pp | 27.49%-33.3pp | -7.85%+2.1pp |
| Employer contribution / active EE | $1,717 | $2,746-37.5% | $3,636-52.8% | $2,597-33.9% |
| Participant deferral / active EE | $2,619 | $3,566-26.5% | $4,729-44.6% | $4,028-35.0% |
| Admin fee / account holder | $1,465 | $5,222-71.9% | $6,410-77.1% | $5,403-72.9% |