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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 | $41,504 | $73,863-43.8% | $143,797-71.1% | $68,490-39.4% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.1pp |
| Annual return | -12.83% | 0.91%-13.7pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,962 | $3,185-38.4% | $4,952-60.4% | $2,597-24.4% |
| Participant deferral / active EE | $2,946 | $3,385-13.0% | $5,638-47.8% | $4,028-26.9% |
| Admin fee / account holder | $3,355 | $5,756-41.7% | $14,679-77.1% | $5,403-37.9% |