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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 | $50,145 | $42,910+16.9% | $60,919-17.7% | $68,490-26.8% |
| Participation rate | 48.7% | 66.8%-18.0pp | 73.1%-24.4pp | 67.9%-19.2pp |
| Annual return | -5.17% | -13.99%+8.8pp | 16.96%-22.1pp | -7.85%+2.7pp |
| Employer contribution / active EE | $1,494 | $1,978-24.5% | $2,704-44.7% | $2,597-42.5% |
| Participant deferral / active EE | $3,680 | $2,866+28.4% | $3,814-3.5% | $4,028-8.6% |
| Admin fee / account holder | $2,855 | $3,104-8.0% | $3,228-11.5% | $5,403-47.2% |