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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 | $31,679 | $71,873-55.9% | $86,698-63.5% | $68,490-53.7% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -15.67% | 3.54%-19.2pp | 35.96%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,005 | $2,173-53.7% | $2,837-64.6% | $2,597-61.3% |
| Participant deferral / active EE | $1,873 | $3,779-50.4% | $4,656-59.8% | $4,028-53.5% |
| Admin fee / account holder | $6,976 | $6,110+14.2% | $7,492-6.9% | $5,403+29.1% |