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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 | $48,814 | $73,848-33.9% | $143,799-66.1% | $68,486-28.7% |
| Participation rate | 58.8% | 66.7%-7.8pp | 80.3%-21.5pp | 67.9%-9.1pp |
| Annual return | -17.51% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,091 | $3,184-34.4% | $4,952-57.8% | $2,597-19.5% |
| Participant deferral / active EE | $4,370 | $3,385+29.1% | $5,638-22.5% | $4,028+8.5% |
| Admin fee / account holder | $8,905 | $5,755+54.7% | $14,677-39.3% | $5,404+64.8% |