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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 | $56,654 | $73,019-22.4% | $90,766-37.6% | $68,490-17.3% |
| Participation rate | 35.0% | 70.8%-35.8pp | 75.7%-40.7pp | 67.9%-32.9pp |
| Annual return | -17.40% | -13.81%-3.6pp | -12.16%-5.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,225 | $2,193-44.1% | $2,922-58.1% | $2,597-52.8% |
| Participant deferral / active EE | $1,660 | $3,626-54.2% | $4,565-63.6% | $4,028-58.8% |
| Admin fee / account holder | $5,183 | $5,897-12.1% | $8,446-38.6% | $5,403-4.1% |