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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 | $33,515 | $59,834-44.0% | $79,576-57.9% | $68,495-51.1% |
| Participation rate | 34.2% | 61.1%-26.9pp | 69.5%-35.3pp | 67.9%-33.7pp |
| Annual return | -17.56% | -12.30%-5.3pp | 0.15%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $922 | $1,505-38.8% | $2,413-61.8% | $2,596-64.5% |
| Participant deferral / active EE | $2,914 | $3,024-3.7% | $3,985-26.9% | $4,028-27.6% |
| Admin fee / account holder | $1,360 | $4,835-71.9% | $6,834-80.1% | $5,403-74.8% |