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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 | $25,079 | $63,471-60.5% | $68,803-63.5% | $66,949-62.5% |
| Participation rate | 57.4% | 60.0%-2.6pp | 69.0%-11.6pp | 69.8%-12.4pp |
| Annual return | -13.02% | -8.29%-4.7pp | -6.37%-6.6pp | 1.57%-14.6pp |
| Employer contribution / active EE | $1,432 | $1,776-19.4% | $2,656-46.1% | $2,545-43.7% |
| Participant deferral / active EE | $2,042 | $2,946-30.7% | $3,942-48.2% | $4,239-51.8% |
| Admin fee / account holder | $1,987 | $578+243.9% | $4,936-59.7% | $594+234.8% |