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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 | $64,390 | $64,719-0.5% | $112,249-42.6% | $68,486-6.0% |
| Participation rate | 44.4% | 67.2%-22.7pp | 75.1%-30.6pp | 67.9%-23.4pp |
| Annual return | -14.52% | -11.40%-3.1pp | 27.48%-42.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,462 | $2,747-46.8% | $3,636-59.8% | $2,597-43.7% |
| Participant deferral / active EE | $3,036 | $3,565-14.8% | $4,729-35.8% | $4,028-24.6% |
| Admin fee / account holder | $35,965 | $5,232+587.4% | $6,412+460.9% | $5,404+565.5% |