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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 | $51,215 | $73,009-29.9% | $90,760-43.6% | $68,486-25.2% |
| Participation rate | 46.2% | 70.8%-24.7pp | 75.7%-29.5pp | 67.9%-21.7pp |
| Annual return | -17.52% | -13.81%-3.7pp | -12.16%-5.4pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,675 | $2,193-23.6% | $2,922-42.7% | $2,597-35.5% |
| Participant deferral / active EE | $3,402 | $3,626-6.2% | $4,565-25.5% | $4,028-15.5% |
| Admin fee / account holder | $2,235 | $5,896-62.1% | $8,444-73.5% | $5,404-58.6% |