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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 | $33,366 | $56,339-40.8% | $104,301-68.0% | $68,486-51.3% |
| Participation rate | 52.5% | 63.3%-10.7pp | 73.3%-20.7pp | 67.9%-15.4pp |
| Annual return | -16.33% | -9.19%-7.1pp | 24.61%-40.9pp | -7.85%-8.5pp |
| Employer contribution / active EE | $963 | $1,960-50.9% | $3,373-71.4% | $2,597-62.9% |
| Participant deferral / active EE | $1,205 | $3,077-60.8% | $4,626-73.9% | $4,028-70.1% |
| Admin fee / account holder | $927 | $4,902-81.1% | $7,340-87.4% | $5,404-82.8% |