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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 | $51,008 | $81,870-37.7% | $119,634-57.4% | $68,490-25.5% |
| Participation rate | 52.9% | 71.9%-19.0pp | 79.3%-26.3pp | 67.9%-15.0pp |
| Annual return | -18.09% | -23.82%+5.7pp | -14.98%-3.1pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,541 | $2,692-42.8% | $4,232-63.6% | $2,597-40.7% |
| Participant deferral / active EE | $3,038 | $4,148-26.8% | $5,601-45.8% | $4,028-24.6% |
| Admin fee / account holder | $2,323 | $6,583-64.7% | $10,329-77.5% | $5,403-57.0% |