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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 | $44,332 | $46,697-5.1% | $117,533-62.3% | $68,486-35.3% |
| Participation rate | 55.8% | 56.8%-1.0pp | 70.6%-14.8pp | 67.9%-12.1pp |
| Annual return | -15.86% | -14.52%-1.3pp | 29.77%-45.6pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,450 | $1,506+62.8% | $4,179-41.4% | $2,597-5.6% |
| Participant deferral / active EE | $4,589 | $2,637+74.0% | $4,072+12.7% | $4,028+13.9% |
| Admin fee / account holder | $3,051 | $4,023-24.2% | $5,647-46.0% | $5,404-43.5% |