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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 | $54,946 | $46,697+17.7% | $117,533-53.3% | $68,486-19.8% |
| Participation rate | 54.3% | 56.8%-2.4pp | 70.6%-16.3pp | 67.9%-13.5pp |
| Annual return | -16.64% | -14.52%-2.1pp | 29.77%-46.4pp | -7.85%-8.8pp |
| Employer contribution / active EE | $552 | $1,506-63.3% | $4,179-86.8% | $2,597-78.7% |
| Participant deferral / active EE | $4,595 | $2,637+74.2% | $4,072+12.8% | $4,028+14.1% |
| Admin fee / account holder | $1,903 | $4,023-52.7% | $5,647-66.3% | $5,404-64.8% |