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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 | $39,419 | $64,719-39.1% | $112,249-64.9% | $68,486-42.4% |
| Participation rate | 53.6% | 67.2%-13.5pp | 75.1%-21.4pp | 67.9%-14.3pp |
| Annual return | -17.23% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,530 | $2,747-44.3% | $3,636-57.9% | $2,597-41.1% |
| Participant deferral / active EE | $3,356 | $3,565-5.9% | $4,729-29.0% | $4,028-16.7% |
| Admin fee / account holder | $5,179 | $5,232-1.0% | $6,412-19.2% | $5,404-4.2% |