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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 | $20,710 | $64,719-68.0% | $112,249-81.5% | $68,486-69.8% |
| Participation rate | 51.1% | 67.2%-16.1pp | 75.1%-24.0pp | 67.9%-16.8pp |
| Annual return | -15.87% | -11.40%-4.5pp | 27.48%-43.4pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,296 | $2,747-52.8% | $3,636-64.3% | $2,597-50.1% |
| Participant deferral / active EE | $2,709 | $3,565-24.0% | $4,729-42.7% | $4,028-32.7% |
| Admin fee / account holder | $2,515 | $5,232-51.9% | $6,412-60.8% | $5,404-53.5% |