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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 | $30,659 | $56,339-45.6% | $104,299-70.6% | $68,490-55.2% |
| Participation rate | 52.8% | 63.3%-10.4pp | 73.3%-20.4pp | 67.9%-15.1pp |
| Annual return | -17.91% | -9.19%-8.7pp | 24.62%-42.5pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,211 | $1,960-38.2% | $3,373-64.1% | $2,597-53.4% |
| Participant deferral / active EE | $1,602 | $3,077-47.9% | $4,626-65.4% | $4,028-60.2% |
| Admin fee / account holder | $1,775 | $4,902-63.8% | $7,339-75.8% | $5,403-67.2% |