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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 | $25,554 | $46,697-45.3% | $117,533-78.3% | $68,486-62.7% |
| Participation rate | 53.3% | 56.8%-3.4pp | 70.6%-17.3pp | 67.9%-14.6pp |
| Annual return | -16.33% | -14.52%-1.8pp | 29.77%-46.1pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,009 | $1,506-33.0% | $4,179-75.9% | $2,597-61.1% |
| Participant deferral / active EE | $3,198 | $2,637+21.3% | $4,072-21.5% | $4,028-20.6% |
| Admin fee / account holder | $3,957 | $4,023-1.6% | $5,647-29.9% | $5,404-26.8% |