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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 | $54,289 | $64,719-16.1% | $112,249-51.6% | $68,486-20.7% |
| Participation rate | 41.4% | 67.2%-25.8pp | 75.1%-33.7pp | 67.9%-26.5pp |
| Annual return | -17.99% | -11.40%-6.6pp | 27.48%-45.5pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,099 | $2,747-60.0% | $3,636-69.8% | $2,597-57.7% |
| Participant deferral / active EE | $3,030 | $3,565-15.0% | $4,729-35.9% | $4,028-24.8% |
| Admin fee / account holder | $4,747 | $5,232-9.3% | $6,412-26.0% | $5,404-12.1% |