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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 | $50,669 | $48,267+5.0% | $68,794-26.3% | $68,495-26.0% |
| Participation rate | 44.8% | 60.7%-15.8pp | 69.0%-24.2pp | 67.9%-23.1pp |
| Annual return | -15.17% | -12.70%-2.5pp | -6.37%-8.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,095 | $1,829-40.1% | $2,656-58.8% | $2,596-57.8% |
| Participant deferral / active EE | $2,216 | $2,867-22.7% | $3,941-43.8% | $4,028-45.0% |
| Admin fee / account holder | $2,528 | $4,362-42.1% | $4,934-48.8% | $5,403-53.2% |