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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 | $49,971 | $64,719-22.8% | $112,249-55.5% | $68,486-27.0% |
| Participation rate | 54.2% | 67.2%-13.0pp | 75.1%-20.9pp | 67.9%-13.7pp |
| Annual return | -14.55% | -11.40%-3.2pp | 27.48%-42.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,559 | $2,747-43.2% | $3,636-57.1% | $2,597-40.0% |
| Participant deferral / active EE | $2,678 | $3,565-24.9% | $4,729-43.4% | $4,028-33.5% |
| Admin fee / account holder | $1,584 | $5,232-69.7% | $6,412-75.3% | $5,404-70.7% |