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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 | $33,893 | $81,870-58.6% | $119,622-71.7% | $68,486-50.5% |
| Participation rate | 42.4% | 71.9%-29.5pp | 79.3%-36.9pp | 67.9%-25.5pp |
| Annual return | -2.51% | -23.82%+21.3pp | -14.98%+12.5pp | -7.85%+5.3pp |
| Employer contribution / active EE | $733 | $2,692-72.8% | $4,232-82.7% | $2,597-71.8% |
| Participant deferral / active EE | $3,054 | $4,148-26.4% | $5,601-45.5% | $4,028-24.2% |
| Admin fee / account holder | $10,182 | $6,583+54.7% | $10,328-1.4% | $5,404+88.4% |