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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 | $53,010 | $79,633-33.4% | $93,759-43.5% | $68,495-22.6% |
| Participation rate | 33.3% | 75.4%-42.0pp | 81.0%-47.6pp | 67.9%-34.6pp |
| Annual return | -18.50% | -0.10%-18.4pp | -11.33%-7.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,581 | $3,665-29.6% | $4,324-40.3% | $2,596-0.6% |
| Participant deferral / active EE | $5,131 | $5,158-0.5% | $6,096-15.8% | $4,028+27.4% |
| Admin fee / account holder | $5,632 | $6,871-18.0% | $7,197-21.8% | $5,403+4.2% |