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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 | $54,437 | $64,719-15.9% | $112,249-51.5% | $68,486-20.5% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -18.55% | -11.40%-7.2pp | 27.48%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $889 | $2,747-67.6% | $3,636-75.5% | $2,597-65.8% |
| Participant deferral / active EE | $2,648 | $3,565-25.7% | $4,729-44.0% | $4,028-34.3% |
| Admin fee / account holder | $826 | $5,232-84.2% | $6,412-87.1% | $5,404-84.7% |