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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 | $57,085 | $64,729-11.8% | $112,263-49.2% | $68,490-16.7% |
| Participation rate | 41.1% | 67.2%-26.1pp | 75.1%-34.0pp | 67.9%-26.8pp |
| Annual return | -17.62% | -11.40%-6.2pp | 27.49%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $715 | $2,746-74.0% | $3,636-80.3% | $2,597-72.5% |
| Participant deferral / active EE | $1,834 | $3,566-48.6% | $4,729-61.2% | $4,028-54.5% |
| Admin fee / account holder | $1,356 | $5,222-74.0% | $6,410-78.8% | $5,403-74.9% |