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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 | $44,791 | $73,009-38.6% | $90,760-50.6% | $68,486-34.6% |
| Participation rate | 51.1% | 70.8%-19.7pp | 75.7%-24.6pp | 67.9%-16.8pp |
| Annual return | -18.39% | -13.81%-4.6pp | -12.16%-6.2pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,433 | $2,193-34.7% | $2,922-51.0% | $2,597-44.8% |
| Participant deferral / active EE | $2,787 | $3,626-23.1% | $4,565-39.0% | $4,028-30.8% |
| Admin fee / account holder | $2,965 | $5,896-49.7% | $8,444-64.9% | $5,404-45.1% |