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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 | $50,396 | $45,872+9.9% | $77,100-34.6% | $68,490-26.4% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -12.80% | 1.73%-14.5pp | 42.35%-55.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,410 | $1,650-14.5% | $2,815-49.9% | $2,597-45.7% |
| Participant deferral / active EE | $3,967 | $2,963+33.9% | $4,430-10.5% | $4,028-1.5% |
| Admin fee / account holder | $1,455 | $3,041-52.1% | $5,443-73.3% | $5,403-73.1% |