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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 | $17,265 | $53,162-67.5% | $91,227-81.1% | $68,490-74.8% |
| Participation rate | 56.8% | 63.2%-6.5pp | 73.2%-16.4pp | 67.9%-11.1pp |
| Annual return | -17.02% | -3.14%-13.9pp | 114.14%-131.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,601 | $1,709-6.3% | $2,851-43.8% | $2,597-38.3% |
| Participant deferral / active EE | $2,979 | $2,974+0.2% | $4,234-29.6% | $4,028-26.1% |
| Admin fee / account holder | $655 | $4,493-85.4% | $5,423-87.9% | $5,403-87.9% |