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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 | $49,736 | $59,819-16.9% | $79,583-37.5% | $68,490-27.4% |
| Participation rate | 29.5% | 61.1%-31.6pp | 69.5%-40.0pp | 67.9%-38.4pp |
| Annual return | -18.99% | -12.30%-6.7pp | 0.16%-19.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $858 | $1,505-43.0% | $2,414-64.5% | $2,597-67.0% |
| Participant deferral / active EE | $1,315 | $3,025-56.5% | $3,986-67.0% | $4,028-67.3% |
| Admin fee / account holder | $2,039 | $4,835-57.8% | $6,835-70.2% | $5,403-62.3% |