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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 | $49,909 | $45,872+8.8% | $77,100-35.3% | $68,490-27.1% |
| Participation rate | 52.8% | 55.9%-3.1pp | 67.9%-15.1pp | 67.9%-15.1pp |
| Annual return | -6.20% | 1.73%-7.9pp | 42.35%-48.6pp | -7.85%+1.7pp |
| Employer contribution / active EE | $1,032 | $1,650-37.4% | $2,815-63.3% | $2,597-60.2% |
| Participant deferral / active EE | $1,966 | $2,963-33.7% | $4,430-55.6% | $4,028-51.2% |
| Admin fee / account holder | $975 | $3,041-67.9% | $5,443-82.1% | $5,403-82.0% |