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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 | $37,561 | $42,910-12.5% | $60,919-38.3% | $68,490-45.2% |
| Participation rate | 51.9% | 66.8%-14.9pp | 73.1%-21.3pp | 67.9%-16.0pp |
| Annual return | -18.50% | -13.99%-4.5pp | 16.96%-35.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,108 | $1,978-44.0% | $2,704-59.0% | $2,597-57.3% |
| Participant deferral / active EE | $2,169 | $2,866-24.3% | $3,814-43.1% | $4,028-46.2% |
| Admin fee / account holder | $2,456 | $3,104-20.9% | $3,228-23.9% | $5,403-54.5% |