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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 | $47,989 | $64,716-25.8% | $112,258-57.3% | $68,495-29.9% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | 4.15% | -11.40%+15.6pp | 27.47%-23.3pp | -7.84%+12.0pp |
| Employer contribution / active EE | $1,692 | $2,746-38.4% | $3,636-53.5% | $2,596-34.8% |
| Participant deferral / active EE | $3,149 | $3,565-11.7% | $4,728-33.4% | $4,028-21.8% |
| Admin fee / account holder | $10,417 | $5,232+99.1% | $6,411+62.5% | $5,403+92.8% |