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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 | $43,291 | $64,729-33.1% | $112,263-61.4% | $68,490-36.8% |
| Participation rate | 57.5% | 67.2%-9.7pp | 75.1%-17.6pp | 67.9%-10.4pp |
| Annual return | -16.15% | -11.40%-4.8pp | 27.49%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,667 | $2,746-39.3% | $3,636-54.2% | $2,597-35.8% |
| Participant deferral / active EE | $3,160 | $3,566-11.4% | $4,729-33.2% | $4,028-21.6% |
| Admin fee / account holder | $610 | $5,222-88.3% | $6,410-90.5% | $5,403-88.7% |