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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 | $42,121 | $71,878-41.4% | $86,698-51.4% | $68,486-38.5% |
| Participation rate | 40.7% | 72.2%-31.5pp | 76.6%-35.8pp | 67.9%-27.2pp |
| Annual return | -14.49% | 3.53%-18.0pp | 35.95%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,614 | $2,173-25.7% | $2,837-43.1% | $2,597-37.8% |
| Participant deferral / active EE | $4,116 | $3,779+8.9% | $4,656-11.6% | $4,028+2.2% |
| Admin fee / account holder | $16,554 | $6,113+170.8% | $7,493+120.9% | $5,404+206.3% |