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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 | $53,431 | $73,009-26.8% | $90,760-41.1% | $68,486-22.0% |
| Participation rate | 53.7% | 70.8%-17.2pp | 75.7%-22.0pp | 67.9%-14.2pp |
| Annual return | -11.72% | -13.81%+2.1pp | -12.16%+0.4pp | -7.85%-3.9pp |
| Employer contribution / active EE | $1,268 | $2,193-42.2% | $2,922-56.6% | $2,597-51.2% |
| Participant deferral / active EE | $2,537 | $3,626-30.0% | $4,565-44.4% | $4,028-37.0% |
| Admin fee / account holder | $3,893 | $5,896-34.0% | $8,444-53.9% | $5,404-28.0% |