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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 | $25,674 | $56,339-54.4% | $104,301-75.4% | $68,495-62.5% |
| Participation rate | 48.4% | 63.3%-14.8pp | 73.3%-24.8pp | 67.9%-19.5pp |
| Annual return | -17.49% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $953 | $1,960-51.4% | $3,373-71.7% | $2,596-63.3% |
| Participant deferral / active EE | $1,440 | $3,077-53.2% | $4,626-68.9% | $4,028-64.2% |
| Admin fee / account holder | $2,565 | $4,902-47.7% | $7,340-65.1% | $5,403-52.5% |