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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 | $39,821 | $48,267-17.5% | $68,808-42.1% | $68,486-41.9% |
| Participation rate | 46.2% | 60.7%-14.5pp | 69.0%-22.9pp | 67.9%-21.7pp |
| Annual return | -15.17% | -12.70%-2.5pp | -6.37%-8.8pp | -7.85%-7.3pp |
| Employer contribution / active EE | $329 | $1,829-82.0% | $2,656-87.6% | $2,597-87.3% |
| Participant deferral / active EE | $2,389 | $2,867-16.7% | $3,942-39.4% | $4,028-40.7% |
| Admin fee / account holder | $3,731 | $4,362-14.5% | $4,936-24.4% | $5,404-31.0% |