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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 | $41,369 | $59,834-30.9% | $79,576-48.0% | $68,495-39.6% |
| Participation rate | 54.4% | 61.1%-6.7pp | 69.5%-15.1pp | 67.9%-13.5pp |
| Annual return | -15.22% | -12.30%-2.9pp | 0.15%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $537 | $1,505-64.3% | $2,413-77.7% | $2,596-79.3% |
| Participant deferral / active EE | $2,194 | $3,024-27.5% | $3,985-45.0% | $4,028-45.5% |
| Admin fee / account holder | $2,177 | $4,835-55.0% | $6,834-68.2% | $5,403-59.7% |