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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 | $38,964 | $64,716-39.8% | $112,258-65.3% | $68,495-43.1% |
| Participation rate | 60.3% | 67.2%-6.8pp | 75.1%-14.7pp | 67.9%-7.5pp |
| Annual return | -19.07% | -11.40%-7.7pp | 27.47%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,872 | $2,746-31.8% | $3,636-48.5% | $2,596-27.9% |
| Participant deferral / active EE | $3,313 | $3,565-7.1% | $4,728-29.9% | $4,028-17.7% |
| Admin fee / account holder | $728 | $5,232-86.1% | $6,411-88.6% | $5,403-86.5% |