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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 | $41,715 | $81,870-49.0% | $119,622-65.1% | $68,486-39.1% |
| Participation rate | 60.4% | 71.9%-11.5pp | 79.3%-18.8pp | 67.9%-7.5pp |
| Annual return | -16.19% | -23.82%+7.6pp | -14.98%-1.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,893 | $2,692-29.7% | $4,232-55.3% | $2,597-27.1% |
| Participant deferral / active EE | $3,763 | $4,148-9.3% | $5,601-32.8% | $4,028-6.6% |
| Admin fee / account holder | $2,471 | $6,583-62.5% | $10,328-76.1% | $5,404-54.3% |