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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 | $52,870 | $64,719-18.3% | $112,249-52.9% | $68,486-22.8% |
| Participation rate | 27.6% | 67.2%-39.6pp | 75.1%-47.5pp | 67.9%-40.3pp |
| Annual return | -16.24% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,488 | $2,747-45.8% | $3,636-59.1% | $2,597-42.7% |
| Participant deferral / active EE | $3,200 | $3,565-10.3% | $4,729-32.3% | $4,028-20.6% |
| Admin fee / account holder | $368 | $5,232-93.0% | $6,412-94.3% | $5,404-93.2% |