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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 | $57,612 | $81,870-29.6% | $119,634-51.8% | $68,490-15.9% |
| Participation rate | 37.0% | 71.9%-34.9pp | 79.3%-42.2pp | 67.9%-30.9pp |
| Annual return | -15.97% | -23.82%+7.9pp | -14.98%-1.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,131 | $2,692-58.0% | $4,232-73.3% | $2,597-56.5% |
| Participant deferral / active EE | $2,221 | $4,148-46.4% | $5,601-60.3% | $4,028-44.8% |
| Admin fee / account holder | $2,555 | $6,583-61.2% | $10,329-75.3% | $5,403-52.7% |