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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 | $48,419 | $71,878-32.6% | $86,698-44.2% | $68,486-29.3% |
| Participation rate | 63.9% | 72.2%-8.4pp | 76.6%-12.7pp | 67.9%-4.0pp |
| Annual return | -16.30% | 3.53%-19.8pp | 35.95%-52.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,386 | $2,173-36.2% | $2,837-51.1% | $2,597-46.6% |
| Participant deferral / active EE | $2,719 | $3,779-28.1% | $4,656-41.6% | $4,028-32.5% |
| Admin fee / account holder | $1,231 | $6,113-79.9% | $7,493-83.6% | $5,404-77.2% |