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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 | $53,905 | $73,839-27.0% | $143,788-62.5% | $68,495-21.3% |
| Participation rate | 56.9% | 66.7%-9.8pp | 80.3%-23.4pp | 67.9%-11.0pp |
| Annual return | -14.94% | 1.01%-15.9pp | -0.03%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,548 | $3,184-20.0% | $4,952-48.5% | $2,596-1.9% |
| Participant deferral / active EE | $2,168 | $3,384-35.9% | $5,638-61.5% | $4,028-46.2% |
| Admin fee / account holder | $5,633 | $5,755-2.1% | $14,675-61.6% | $5,403+4.3% |