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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 | $27,865 | $81,870-66.0% | $119,608-76.7% | $68,495-59.3% |
| Participation rate | 53.6% | 71.9%-18.3pp | 79.3%-25.7pp | 67.9%-14.3pp |
| Annual return | 31.92% | -23.82%+55.7pp | -14.98%+46.9pp | -7.84%+39.8pp |
| Employer contribution / active EE | $1,929 | $2,692-28.3% | $4,232-54.4% | $2,596-25.7% |
| Participant deferral / active EE | $2,920 | $4,148-29.6% | $5,601-47.9% | $4,028-27.5% |
| Admin fee / account holder | $1,882 | $6,583-71.4% | $10,326-81.8% | $5,403-65.2% |