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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 | $31,582 | $71,878-56.1% | $86,698-63.6% | $68,486-53.9% |
| Participation rate | 54.3% | 72.2%-17.9pp | 76.6%-22.3pp | 67.9%-13.6pp |
| Annual return | -16.50% | 3.53%-20.0pp | 35.95%-52.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,161 | $2,173-46.6% | $2,837-59.1% | $2,597-55.3% |
| Participant deferral / active EE | $2,465 | $3,779-34.8% | $4,656-47.1% | $4,028-38.8% |
| Admin fee / account holder | $1,652 | $6,113-73.0% | $7,493-77.9% | $5,404-69.4% |