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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 | $62,541 | $73,839-15.3% | $143,788-56.5% | $68,495-8.7% |
| Participation rate | 37.4% | 66.7%-29.3pp | 80.3%-43.0pp | 67.9%-30.5pp |
| Annual return | -17.63% | 1.01%-18.6pp | -0.03%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,179 | $3,184-63.0% | $4,952-76.2% | $2,596-54.6% |
| Participant deferral / active EE | $2,181 | $3,384-35.5% | $5,638-61.3% | $4,028-45.8% |
| Admin fee / account holder | $2,552 | $5,755-55.6% | $14,675-82.6% | $5,403-52.8% |