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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 | $35,021 | $48,267-27.4% | $68,808-49.1% | $68,486-48.9% |
| Participation rate | 30.1% | 60.7%-30.6pp | 69.0%-38.9pp | 67.9%-37.8pp |
| Annual return | -0.75% | -12.70%+12.0pp | -6.37%+5.6pp | -7.85%+7.1pp |
| Employer contribution / active EE | $983 | $1,829-46.2% | $2,656-63.0% | $2,597-62.1% |
| Participant deferral / active EE | $1,669 | $2,867-41.8% | $3,942-57.7% | $4,028-58.6% |
| Admin fee / account holder | $3,385 | $4,362-22.4% | $4,936-31.4% | $5,404-37.4% |