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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 | $51,959 | $71,873-27.7% | $86,698-40.1% | $68,490-24.1% |
| Participation rate | 42.4% | 72.2%-29.8pp | 76.6%-34.2pp | 67.9%-25.5pp |
| Annual return | -14.30% | 3.54%-17.8pp | 35.96%-50.3pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,098 | $2,173-3.5% | $2,837-26.0% | $2,597-19.2% |
| Participant deferral / active EE | $3,353 | $3,779-11.3% | $4,656-28.0% | $4,028-16.8% |
| Admin fee / account holder | $1,219 | $6,110-80.0% | $7,492-83.7% | $5,403-77.4% |