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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 | $44,989 | $73,009-38.4% | $90,760-50.4% | $68,486-34.3% |
| Participation rate | 30.1% | 70.8%-40.7pp | 75.7%-45.6pp | 67.9%-37.8pp |
| Annual return | -16.76% | -13.81%-2.9pp | -12.16%-4.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,613 | $2,193-26.4% | $2,922-44.8% | $2,597-37.9% |
| Participant deferral / active EE | $2,945 | $3,626-18.8% | $4,565-35.5% | $4,028-26.9% |
| Admin fee / account holder | $2,409 | $5,896-59.1% | $8,444-71.5% | $5,404-55.4% |