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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 | $25,586 | $61,214-58.2% | $83,323-69.3% | $56,287-54.5% |
| Participation rate | 55.6% | 72.6%-17.0pp | 77.8%-22.2pp | 69.9%-14.3pp |
| Annual return | -5.84% | 0.42%-6.3pp | 10.63%-16.5pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,830 | $1,925-4.9% | $3,379-45.8% | $2,111-13.3% |
| Participant deferral / active EE | $3,050 | $5,091-40.1% | $5,565-45.2% | $3,350-8.9% |
| Admin fee / account holder | $3,141 | $512+514.1% | $7,539-58.3% | $521+503.0% |