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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 | $57,013 | $64,719-11.9% | $112,249-49.2% | $68,486-16.8% |
| Participation rate | 23.8% | 67.2%-43.3pp | 75.1%-51.3pp | 67.9%-44.1pp |
| Annual return | -18.57% | -11.40%-7.2pp | 27.48%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,019 | $2,747-62.9% | $3,636-72.0% | $2,597-60.8% |
| Participant deferral / active EE | $2,037 | $3,565-42.9% | $4,729-56.9% | $4,028-49.4% |
| Admin fee / account holder | $2,242 | $5,232-57.2% | $6,412-65.0% | $5,404-58.5% |