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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 | $40,980 | $64,729-36.7% | $112,263-63.5% | $68,490-40.2% |
| Participation rate | 44.2% | 67.2%-22.9pp | 75.1%-30.8pp | 67.9%-23.7pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.49%-45.0pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,101 | $2,746-59.9% | $3,636-69.7% | $2,597-57.6% |
| Participant deferral / active EE | $2,246 | $3,566-37.0% | $4,729-52.5% | $4,028-44.2% |
| Admin fee / account holder | $3,727 | $5,222-28.6% | $6,410-41.9% | $5,403-31.0% |