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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 | $37,314 | $64,729-42.4% | $112,263-66.8% | $68,490-45.5% |
| Participation rate | 55.2% | 67.2%-12.0pp | 75.1%-19.9pp | 67.9%-12.7pp |
| Annual return | -19.33% | -11.40%-7.9pp | 27.49%-46.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,631 | $2,746-40.6% | $3,636-55.1% | $2,597-37.2% |
| Participant deferral / active EE | $3,055 | $3,566-14.3% | $4,729-35.4% | $4,028-24.2% |
| Admin fee / account holder | $437 | $5,222-91.6% | $6,410-93.2% | $5,403-91.9% |