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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 | $27,880 | $71,878-61.2% | $86,698-67.8% | $68,486-59.3% |
| Participation rate | 60.5% | 72.2%-11.7pp | 76.6%-16.1pp | 67.9%-7.4pp |
| Annual return | -17.39% | 3.53%-20.9pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,953 | $2,173-10.2% | $2,837-31.2% | $2,597-24.8% |
| Participant deferral / active EE | $4,334 | $3,779+14.7% | $4,656-6.9% | $4,028+7.6% |
| Admin fee / account holder | $1,062 | $6,113-82.6% | $7,493-85.8% | $5,404-80.4% |