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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 | $52,645 | $64,729-18.7% | $112,263-53.1% | $68,490-23.1% |
| Participation rate | 52.4% | 67.2%-14.8pp | 75.1%-22.7pp | 67.9%-15.5pp |
| Annual return | -18.35% | -11.40%-7.0pp | 27.49%-45.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,390 | $2,746-49.4% | $3,636-61.8% | $2,597-46.5% |
| Participant deferral / active EE | $2,331 | $3,566-34.6% | $4,729-50.7% | $4,028-42.1% |
| Admin fee / account holder | $9,360 | $5,222+79.3% | $6,410+46.0% | $5,403+73.2% |