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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 | $42,671 | $64,719-34.1% | $112,249-62.0% | $68,486-37.7% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -16.69% | -11.40%-5.3pp | 27.48%-44.2pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,281 | $2,747-53.3% | $3,636-64.8% | $2,597-50.7% |
| Participant deferral / active EE | $4,634 | $3,565+30.0% | $4,729-2.0% | $4,028+15.1% |
| Admin fee / account holder | $656 | $5,232-87.5% | $6,412-89.8% | $5,404-87.9% |