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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 | $40,155 | $81,870-51.0% | $119,634-66.4% | $68,490-41.4% |
| Participation rate | 46.7% | 71.9%-25.2pp | 79.3%-32.6pp | 67.9%-21.2pp |
| Annual return | -12.48% | -23.82%+11.3pp | -14.98%+2.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,487 | $2,692-7.6% | $4,232-41.2% | $2,597-4.2% |
| Participant deferral / active EE | $3,545 | $4,148-14.5% | $5,601-36.7% | $4,028-12.0% |
| Admin fee / account holder | $1,472 | $6,583-77.6% | $10,329-85.7% | $5,403-72.7% |