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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 | $44,660 | $42,910+4.1% | $60,919-26.7% | $68,490-34.8% |
| Participation rate | 56.8% | 66.8%-10.0pp | 73.1%-16.3pp | 67.9%-11.1pp |
| Annual return | -3.61% | -13.99%+10.4pp | 16.96%-20.6pp | -7.85%+4.2pp |
| Employer contribution / active EE | $1,362 | $1,978-31.1% | $2,704-49.6% | $2,597-47.5% |
| Participant deferral / active EE | $2,798 | $2,866-2.3% | $3,814-26.6% | $4,028-30.5% |
| Admin fee / account holder | $3,186 | $3,104+2.6% | $3,228-1.3% | $5,403-41.0% |