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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 | $32,132 | $71,873-55.3% | $86,698-62.9% | $68,490-53.1% |
| Participation rate | 65.2% | 72.2%-7.0pp | 76.6%-11.4pp | 67.9%-2.7pp |
| Annual return | -7.37% | 3.54%-10.9pp | 35.96%-43.3pp | -7.85%+0.5pp |
| Employer contribution / active EE | $1,923 | $2,173-11.5% | $2,837-32.2% | $2,597-25.9% |
| Participant deferral / active EE | $2,890 | $3,779-23.5% | $4,656-37.9% | $4,028-28.3% |
| Admin fee / account holder | $2,978 | $6,110-51.3% | $7,492-60.2% | $5,403-44.9% |