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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 | $49,259 | $71,873-31.5% | $86,698-43.2% | $68,490-28.1% |
| Participation rate | 38.3% | 72.2%-34.0pp | 76.6%-38.3pp | 67.9%-29.6pp |
| Annual return | -12.25% | 3.54%-15.8pp | 35.96%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,138 | $2,173-47.6% | $2,837-59.9% | $2,597-56.2% |
| Participant deferral / active EE | $2,146 | $3,779-43.2% | $4,656-53.9% | $4,028-46.7% |
| Admin fee / account holder | $3,554 | $6,110-41.8% | $7,492-52.6% | $5,403-34.2% |