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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 | $36,986 | $64,719-42.9% | $112,249-67.1% | $68,486-46.0% |
| Participation rate | 47.2% | 67.2%-19.9pp | 75.1%-27.8pp | 67.9%-20.7pp |
| Annual return | -19.20% | -11.40%-7.8pp | 27.48%-46.7pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,423 | $2,747-48.2% | $3,636-60.9% | $2,597-45.2% |
| Participant deferral / active EE | $2,649 | $3,565-25.7% | $4,729-44.0% | $4,028-34.2% |
| Admin fee / account holder | $5,249 | $5,232+0.3% | $6,412-18.1% | $5,404-2.9% |