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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 | $34,009 | $73,839-53.9% | $143,788-76.3% | $68,495-50.3% |
| Participation rate | 45.2% | 66.7%-21.5pp | 80.3%-35.2pp | 67.9%-22.7pp |
| Annual return | -13.96% | 1.01%-15.0pp | -0.03%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $971 | $3,184-69.5% | $4,952-80.4% | $2,596-62.6% |
| Participant deferral / active EE | $3,298 | $3,384-2.5% | $5,638-41.5% | $4,028-18.1% |
| Admin fee / account holder | $1,250 | $5,755-78.3% | $14,675-91.5% | $5,403-76.9% |