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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 | $40,683 | $81,870-50.3% | $119,622-66.0% | $68,486-40.6% |
| Participation rate | 62.2% | 71.9%-9.7pp | 79.3%-17.1pp | 67.9%-5.7pp |
| Annual return | 0.20% | -23.82%+24.0pp | -14.98%+15.2pp | -7.85%+8.0pp |
| Employer contribution / active EE | $1,080 | $2,692-59.9% | $4,232-74.5% | $2,597-58.4% |
| Participant deferral / active EE | $2,010 | $4,148-51.6% | $5,601-64.1% | $4,028-50.1% |
| Admin fee / account holder | $1,164 | $6,583-82.3% | $10,328-88.7% | $5,404-78.5% |