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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 | $45,331 | $73,863-38.6% | $143,797-68.5% | $68,490-33.8% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.5pp |
| Annual return | -17.27% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,056 | $3,185-66.8% | $4,952-78.7% | $2,597-59.3% |
| Participant deferral / active EE | $2,683 | $3,385-20.7% | $5,638-52.4% | $4,028-33.4% |
| Admin fee / account holder | $6,171 | $5,756+7.2% | $14,679-58.0% | $5,403+14.2% |