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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 | $25,194 | $79,633-68.4% | $93,759-73.1% | $68,486-63.2% |
| Participation rate | 65.4% | 75.4%-10.0pp | 81.0%-15.6pp | 67.9%-2.5pp |
| Annual return | -16.55% | -0.10%-16.5pp | -11.33%-5.2pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,193 | $3,665-67.4% | $4,324-72.4% | $2,597-54.0% |
| Participant deferral / active EE | $3,353 | $5,158-35.0% | $6,096-45.0% | $4,028-16.8% |
| Admin fee / account holder | $5,211 | $6,871-24.2% | $7,197-27.6% | $5,404-3.6% |