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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 | $48,442 | $71,878-32.6% | $86,698-44.1% | $68,486-29.3% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -15.13% | 3.53%-18.7pp | 35.95%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,671 | $2,173-23.1% | $2,837-41.1% | $2,597-35.6% |
| Participant deferral / active EE | $3,727 | $3,779-1.4% | $4,656-19.9% | $4,028-7.5% |
| Admin fee / account holder | $576 | $6,113-90.6% | $7,493-92.3% | $5,404-89.3% |