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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 | $55,808 | $46,689+19.5% | $117,498-52.5% | $68,495-18.5% |
| Participation rate | 37.0% | 56.8%-19.8pp | 70.6%-33.6pp | 67.9%-30.9pp |
| Annual return | -17.47% | -14.52%-3.0pp | 29.75%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $918 | $1,505-39.0% | $4,178-78.0% | $2,596-64.6% |
| Participant deferral / active EE | $2,060 | $2,637-21.9% | $4,071-49.4% | $4,028-48.9% |
| Admin fee / account holder | $1,254 | $4,021-68.8% | $5,646-77.8% | $5,403-76.8% |