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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 | $32,242 | $64,719-50.2% | $112,249-71.3% | $68,486-52.9% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -18.87% | -11.40%-7.5pp | 27.48%-46.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,981 | $2,747-27.9% | $3,636-45.5% | $2,597-23.7% |
| Participant deferral / active EE | $3,148 | $3,565-11.7% | $4,729-33.4% | $4,028-21.8% |
| Admin fee / account holder | $2,098 | $5,232-59.9% | $6,412-67.3% | $5,404-61.2% |