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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 | $45,443 | $73,009-37.8% | $90,760-49.9% | $68,486-33.6% |
| Participation rate | 28.0% | 70.8%-42.8pp | 75.7%-47.7pp | 67.9%-39.9pp |
| Annual return | -10.74% | -13.81%+3.1pp | -12.16%+1.4pp | -7.85%-2.9pp |
| Employer contribution / active EE | $1,145 | $2,193-47.8% | $2,922-60.8% | $2,597-55.9% |
| Participant deferral / active EE | $3,011 | $3,626-17.0% | $4,565-34.1% | $4,028-25.3% |
| Admin fee / account holder | $421 | $5,896-92.9% | $8,444-95.0% | $5,404-92.2% |