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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 | $36,242 | $64,729-44.0% | $112,263-67.7% | $68,490-47.1% |
| Participation rate | 37.0% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.9pp |
| Annual return | -18.92% | -11.40%-7.5pp | 27.49%-46.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,170 | $2,746-57.4% | $3,636-67.8% | $2,597-54.9% |
| Participant deferral / active EE | $1,986 | $3,566-44.3% | $4,729-58.0% | $4,028-50.7% |
| Admin fee / account holder | $1,100 | $5,222-78.9% | $6,410-82.8% | $5,403-79.6% |