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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 | $77,761 | $64,716+20.2% | $112,258-30.7% | $68,495+13.5% |
| Participation rate | 38.1% | 67.2%-29.1pp | 75.1%-37.0pp | 67.9%-29.8pp |
| Annual return | -12.51% | -11.40%-1.1pp | 27.47%-40.0pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,004 | $2,746-63.5% | $3,636-72.4% | $2,596-61.3% |
| Participant deferral / active EE | $2,145 | $3,565-39.8% | $4,728-54.6% | $4,028-46.7% |
| Admin fee / account holder | $2,583 | $5,232-50.6% | $6,411-59.7% | $5,403-52.2% |