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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 | $33,280 | $64,729-48.6% | $112,263-70.4% | $68,490-51.4% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -17.16% | -11.40%-5.8pp | 27.49%-44.7pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,582 | $2,746-42.4% | $3,636-56.5% | $2,597-39.1% |
| Participant deferral / active EE | $2,778 | $3,566-22.1% | $4,729-41.3% | $4,028-31.0% |
| Admin fee / account holder | $3,069 | $5,222-41.2% | $6,410-52.1% | $5,403-43.2% |