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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 | $30,469 | $81,870-62.8% | $119,622-74.5% | $68,486-55.5% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -14.10% | -23.82%+9.7pp | -14.98%+0.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,337 | $2,692-50.3% | $4,232-68.4% | $2,597-48.5% |
| Participant deferral / active EE | $2,404 | $4,148-42.0% | $5,601-57.1% | $4,028-40.3% |
| Admin fee / account holder | $410 | $6,583-93.8% | $10,328-96.0% | $5,404-92.4% |