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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 | $55,336 | $71,873-23.0% | $86,698-36.2% | $68,490-19.2% |
| Participation rate | 54.3% | 72.2%-18.0pp | 76.6%-22.3pp | 67.9%-13.6pp |
| Annual return | -17.56% | 3.54%-21.1pp | 35.96%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,279 | $2,173-41.2% | $2,837-54.9% | $2,597-50.7% |
| Participant deferral / active EE | $2,179 | $3,779-42.3% | $4,656-53.2% | $4,028-45.9% |
| Admin fee / account holder | $8,511 | $6,110+39.3% | $7,492+13.6% | $5,403+57.5% |