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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 | $64,706-33.1% | $112,244-61.4% | $68,498-36.8% |
| Participation rate | 57.5% | 67.1%-9.6pp | 75.1%-17.6pp | 67.9%-10.4pp |
| Annual return | -16.15% | -11.40%-4.7pp | 27.46%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,667 | $2,746-39.3% | $3,635-54.1% | $2,596-35.8% |
| Participant deferral / active EE | $3,160 | $3,565-11.4% | $4,728-33.2% | $4,027-21.5% |
| Admin fee / account holder | $610 | $5,231-88.3% | $6,411-90.5% | $5,403-88.7% |