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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 | $41,559 | $71,878-42.2% | $86,698-52.1% | $68,486-39.3% |
| Participation rate | 65.6% | 72.2%-6.7pp | 76.6%-11.0pp | 67.9%-2.3pp |
| Annual return | -10.57% | 3.53%-14.1pp | 35.95%-46.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $1,260 | $2,173-42.0% | $2,837-55.6% | $2,597-51.5% |
| Participant deferral / active EE | $3,382 | $3,779-10.5% | $4,656-27.4% | $4,028-16.0% |
| Admin fee / account holder | $1,118 | $6,113-81.7% | $7,493-85.1% | $5,404-79.3% |