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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 | $40,330 | $71,878-43.9% | $86,698-53.5% | $68,486-41.1% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -13.79% | 3.53%-17.3pp | 35.95%-49.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,016 | $2,173-53.3% | $2,837-64.2% | $2,597-60.9% |
| Participant deferral / active EE | $2,390 | $3,779-36.8% | $4,656-48.7% | $4,028-40.7% |
| Admin fee / account holder | $5,740 | $6,113-6.1% | $7,493-23.4% | $5,404+6.2% |