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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 | $50,393 | $64,706-22.1% | $112,244-55.1% | $68,498-26.4% |
| Participation rate | 40.2% | 67.1%-26.9pp | 75.1%-34.8pp | 67.9%-27.7pp |
| Annual return | -15.14% | -11.40%-3.7pp | 27.46%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,265 | $2,746-53.9% | $3,635-65.2% | $2,596-51.3% |
| Participant deferral / active EE | $2,260 | $3,565-36.6% | $4,728-52.2% | $4,027-43.9% |
| Admin fee / account holder | $3,350 | $5,231-36.0% | $6,411-47.7% | $5,403-38.0% |