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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 | $39,589 | $71,873-44.9% | $86,698-54.3% | $68,490-42.2% |
| Participation rate | 45.1% | 72.2%-27.2pp | 76.6%-31.5pp | 67.9%-22.8pp |
| Annual return | -11.32% | 3.54%-14.9pp | 35.96%-47.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $2,652 | $2,173+22.0% | $2,837-6.5% | $2,597+2.1% |
| Participant deferral / active EE | $3,105 | $3,779-17.8% | $4,656-33.3% | $4,028-22.9% |
| Admin fee / account holder | $21,927 | $6,110+258.8% | $7,492+192.7% | $5,403+305.8% |