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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 | $35,419 | $73,019-51.5% | $90,766-61.0% | $68,490-48.3% |
| Participation rate | 58.3% | 70.8%-12.5pp | 75.7%-17.4pp | 67.9%-9.6pp |
| Annual return | -18.16% | -13.81%-4.4pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,878 | $2,193-14.4% | $2,922-35.7% | $2,597-27.7% |
| Participant deferral / active EE | $3,184 | $3,626-12.2% | $4,565-30.2% | $4,028-20.9% |
| Admin fee / account holder | $2,532 | $5,897-57.1% | $8,446-70.0% | $5,403-53.1% |