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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 | $39,500 | $45,872-13.9% | $77,096-48.8% | $68,486-42.3% |
| Participation rate | 51.3% | 55.9%-4.6pp | 67.9%-16.6pp | 67.9%-16.6pp |
| Annual return | -19.46% | 1.73%-21.2pp | 42.35%-61.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,912 | $1,650+15.9% | $2,814-32.1% | $2,597-26.4% |
| Participant deferral / active EE | $4,851 | $2,963+63.7% | $4,429+9.5% | $4,028+20.4% |
| Admin fee / account holder | $1,219 | $3,041-59.9% | $5,428-77.5% | $5,404-77.4% |