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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 | $29,364 | $56,339-47.9% | $104,301-71.8% | $68,486-57.1% |
| Participation rate | 51.5% | 63.3%-11.7pp | 73.3%-21.8pp | 67.9%-16.4pp |
| Annual return | -18.65% | -9.19%-9.5pp | 24.61%-43.3pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,675 | $1,960-14.5% | $3,373-50.3% | $2,597-35.5% |
| Participant deferral / active EE | $2,127 | $3,077-30.9% | $4,626-54.0% | $4,028-47.2% |
| Admin fee / account holder | $326 | $4,902-93.3% | $7,340-95.6% | $5,404-94.0% |