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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 | $30,007 | $77,816-61.4% | $123,552-75.7% | $64,173-53.2% |
| Participation rate | 59.5% | 74.7%-15.3pp | 82.3%-22.8pp | 69.6%-10.1pp |
| Annual return | -4.59% | 12.49%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,403 | $3,014-53.4% | $4,628-69.7% | $2,381-41.1% |
| Participant deferral / active EE | $2,399 | $5,240-54.2% | $6,426-62.7% | $3,470-30.9% |
| Admin fee / account holder | $2,020 | $5,519-63.4% | $9,285-78.2% | $4,887-58.7% |