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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 | $24,101 | $64,719-62.8% | $112,249-78.5% | $68,486-64.8% |
| Participation rate | 56.7% | 67.2%-10.5pp | 75.1%-18.4pp | 67.9%-11.2pp |
| Annual return | -18.42% | -11.40%-7.0pp | 27.48%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,240 | $2,747-18.5% | $3,636-38.4% | $2,597-13.8% |
| Participant deferral / active EE | $3,042 | $3,565-14.7% | $4,729-35.7% | $4,028-24.5% |
| Admin fee / account holder | $2,068 | $5,232-60.5% | $6,412-67.7% | $5,404-61.7% |