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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 | $50,760 | $71,878-29.4% | $86,698-41.5% | $68,486-25.9% |
| Participation rate | 61.9% | 72.2%-10.3pp | 76.6%-14.7pp | 67.9%-6.0pp |
| Annual return | -14.96% | 3.53%-18.5pp | 35.95%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,456 | $2,173-33.0% | $2,837-48.7% | $2,597-43.9% |
| Participant deferral / active EE | $2,633 | $3,779-30.3% | $4,656-43.5% | $4,028-34.6% |
| Admin fee / account holder | $845 | $6,113-86.2% | $7,493-88.7% | $5,404-84.4% |