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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 | $58,474 | $73,009-19.9% | $90,760-35.6% | $68,486-14.6% |
| Participation rate | 37.2% | 70.8%-33.6pp | 75.7%-38.5pp | 67.9%-30.7pp |
| Annual return | -17.38% | -13.81%-3.6pp | -12.16%-5.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $927 | $2,193-57.7% | $2,922-68.3% | $2,597-64.3% |
| Participant deferral / active EE | $1,758 | $3,626-51.5% | $4,565-61.5% | $4,028-56.3% |
| Admin fee / account holder | $2,541 | $5,896-56.9% | $8,444-69.9% | $5,404-53.0% |