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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 | $42,513 | $64,719-34.3% | $112,249-62.1% | $68,486-37.9% |
| Participation rate | 61.7% | 67.2%-5.4pp | 75.1%-13.4pp | 67.9%-6.2pp |
| Annual return | -16.87% | -11.40%-5.5pp | 27.48%-44.4pp | -7.85%-9.0pp |
| Employer contribution / active EE | $932 | $2,747-66.1% | $3,636-74.4% | $2,597-64.1% |
| Participant deferral / active EE | $2,156 | $3,565-39.5% | $4,729-54.4% | $4,028-46.5% |
| Admin fee / account holder | $2,767 | $5,232-47.1% | $6,412-56.8% | $5,404-48.8% |