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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 | $37,057 | $71,873-48.4% | $86,698-57.3% | $68,490-45.9% |
| Participation rate | 43.3% | 72.2%-28.9pp | 76.6%-33.3pp | 67.9%-24.6pp |
| Annual return | -11.08% | 3.54%-14.6pp | 35.96%-47.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,480 | $2,173-31.9% | $2,837-47.8% | $2,597-43.0% |
| Participant deferral / active EE | $1,790 | $3,779-52.6% | $4,656-61.6% | $4,028-55.6% |
| Admin fee / account holder | $1,183 | $6,110-80.6% | $7,492-84.2% | $5,403-78.1% |