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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 | $57,162 | $71,878-20.5% | $86,698-34.1% | $68,486-16.5% |
| Participation rate | 63.6% | 72.2%-8.6pp | 76.6%-13.0pp | 67.9%-4.3pp |
| Annual return | -15.00% | 3.53%-18.5pp | 35.95%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,299 | $2,173-40.3% | $2,837-54.2% | $2,597-50.0% |
| Participant deferral / active EE | $2,713 | $3,779-28.2% | $4,656-41.7% | $4,028-32.6% |
| Admin fee / account holder | $1,019 | $6,113-83.3% | $7,493-86.4% | $5,404-81.1% |