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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 | $49,875 | $64,719-22.9% | $112,249-55.6% | $68,486-27.2% |
| Participation rate | 63.6% | 67.2%-3.5pp | 75.1%-11.4pp | 67.9%-4.3pp |
| Annual return | -16.31% | -11.40%-4.9pp | 27.48%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,245 | $2,747-18.3% | $3,636-38.3% | $2,597-13.5% |
| Participant deferral / active EE | $5,216 | $3,565+46.3% | $4,729+10.3% | $4,028+29.5% |
| Admin fee / account holder | $2,155 | $5,232-58.8% | $6,412-66.4% | $5,404-60.1% |