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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 | $33,550 | $42,383-20.8% | $76,518-56.2% | $64,173-47.7% |
| Participation rate | 52.9% | 58.1%-5.2pp | 68.0%-15.1pp | 69.6%-16.6pp |
| Annual return | -8.32% | -16.54%+8.2pp | -0.27%-8.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,008 | $1,563-35.5% | $2,647-61.9% | $2,381-57.7% |
| Participant deferral / active EE | $1,826 | $2,566-28.8% | $3,836-52.4% | $3,470-47.4% |
| Admin fee / account holder | $1,573 | $3,198-50.8% | $4,849-67.5% | $4,887-67.8% |