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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 | $52,461 | $76,912-31.8% | $129,118-59.4% | $68,490-23.4% |
| Participation rate | 40.0% | 69.1%-29.1pp | 77.2%-37.2pp | 67.9%-27.9pp |
| Annual return | -18.37% | -9.78%-8.6pp | -10.94%-7.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,028 | $3,243-37.4% | $5,051-59.8% | $2,597-21.9% |
| Participant deferral / active EE | $3,580 | $4,732-24.3% | $6,539-45.3% | $4,028-11.1% |
| Admin fee / account holder | $6,072 | $6,638-8.5% | $14,305-57.5% | $5,403+12.4% |