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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 | $54,697 | $59,813-8.6% | $79,580-31.3% | $68,486-20.1% |
| Participation rate | 40.7% | 61.1%-20.4pp | 69.5%-28.8pp | 67.9%-27.2pp |
| Annual return | -17.97% | -12.30%-5.7pp | 0.15%-18.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,534 | $1,505+1.9% | $2,413-36.4% | $2,597-40.9% |
| Participant deferral / active EE | $2,766 | $3,024-8.5% | $3,985-30.6% | $4,028-31.3% |
| Admin fee / account holder | $1,228 | $4,835-74.6% | $6,835-82.0% | $5,404-77.3% |