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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 | $39,392 | $73,009-46.0% | $90,756-56.6% | $68,495-42.5% |
| Participation rate | 56.8% | 70.8%-14.1pp | 75.7%-18.9pp | 67.9%-11.1pp |
| Annual return | -16.48% | -13.81%-2.7pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,418 | $2,193-35.3% | $2,922-51.5% | $2,596-45.4% |
| Participant deferral / active EE | $2,479 | $3,626-31.6% | $4,565-45.7% | $4,028-38.4% |
| Admin fee / account holder | $9,138 | $5,896+55.0% | $8,445+8.2% | $5,403+69.1% |