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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 | $61,917 | $81,870-24.4% | $119,634-48.2% | $68,490-9.6% |
| Participation rate | 51.2% | 71.9%-20.7pp | 79.3%-28.1pp | 67.9%-16.7pp |
| Annual return | -17.63% | -23.82%+6.2pp | -14.98%-2.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,372 | $2,692-49.0% | $4,232-67.6% | $2,597-47.2% |
| Participant deferral / active EE | $2,880 | $4,148-30.6% | $5,601-48.6% | $4,028-28.5% |
| Admin fee / account holder | $1,259 | $6,583-80.9% | $10,329-87.8% | $5,403-76.7% |