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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 | $43,310 | $71,872-39.7% | $86,691-50.0% | $68,495-36.8% |
| Participation rate | 65.1% | 72.2%-7.1pp | 76.6%-11.5pp | 67.9%-2.8pp |
| Annual return | -16.53% | 3.53%-20.1pp | 35.94%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $595 | $2,173-72.6% | $2,837-79.0% | $2,596-77.1% |
| Participant deferral / active EE | $3,894 | $3,779+3.0% | $4,656-16.4% | $4,028-3.3% |
| Admin fee / account holder | $23,246 | $6,112+280.3% | $7,492+210.3% | $5,403+330.2% |