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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 | $50,304 | $64,716-22.3% | $112,258-55.2% | $68,495-26.6% |
| Participation rate | 48.7% | 67.2%-18.4pp | 75.1%-26.3pp | 67.9%-19.2pp |
| Annual return | -17.45% | -11.40%-6.0pp | 27.47%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,552 | $2,746-43.5% | $3,636-57.3% | $2,596-40.2% |
| Participant deferral / active EE | $3,857 | $3,565+8.2% | $4,728-18.4% | $4,028-4.2% |
| Admin fee / account holder | $1,823 | $5,232-65.2% | $6,411-71.6% | $5,403-66.3% |