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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 | $21,185 | $45,872-53.8% | $77,096-72.5% | $68,486-69.1% |
| Participation rate | 51.4% | 55.9%-4.6pp | 67.9%-16.6pp | 67.9%-16.5pp |
| Annual return | -3.29% | 1.73%-5.0pp | 42.35%-45.6pp | -7.85%+4.6pp |
| Employer contribution / active EE | $1,301 | $1,650-21.2% | $2,814-53.8% | $2,597-49.9% |
| Participant deferral / active EE | $2,048 | $2,963-30.9% | $4,429-53.8% | $4,028-49.2% |
| Admin fee / account holder | $1,364 | $3,041-55.1% | $5,428-74.9% | $5,404-74.8% |