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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 | $51,408 | $64,729-20.6% | $112,263-54.2% | $68,490-24.9% |
| Participation rate | 51.5% | 67.2%-15.7pp | 75.1%-23.6pp | 67.9%-16.4pp |
| Annual return | -17.42% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $699 | $2,746-74.5% | $3,636-80.8% | $2,597-73.1% |
| Participant deferral / active EE | $2,961 | $3,566-17.0% | $4,729-37.4% | $4,028-26.5% |
| Admin fee / account holder | $304 | $5,222-94.2% | $6,410-95.3% | $5,403-94.4% |