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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 | $41,063 | $42,909-4.3% | $60,906-32.6% | $68,486-40.0% |
| Participation rate | 42.7% | 66.8%-24.1pp | 73.1%-30.4pp | 67.9%-25.2pp |
| Annual return | -14.48% | -13.99%-0.5pp | 16.94%-31.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,154 | $1,979-41.7% | $2,703-57.3% | $2,597-55.6% |
| Participant deferral / active EE | $2,831 | $2,866-1.2% | $3,814-25.8% | $4,028-29.7% |
| Admin fee / account holder | $2,253 | $3,104-27.4% | $3,227-30.2% | $5,404-58.3% |