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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 | $56,971 | $71,878-20.7% | $86,698-34.3% | $68,486-16.8% |
| Participation rate | 65.6% | 72.2%-6.6pp | 76.6%-11.0pp | 67.9%-2.3pp |
| Annual return | -15.59% | 3.53%-19.1pp | 35.95%-51.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $957 | $2,173-56.0% | $2,837-66.3% | $2,597-63.1% |
| Participant deferral / active EE | $2,717 | $3,779-28.1% | $4,656-41.7% | $4,028-32.5% |
| Admin fee / account holder | $552 | $6,113-91.0% | $7,493-92.6% | $5,404-89.8% |