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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 | $48,422 | $58,587-17.3% | $83,322-41.9% | $64,173-24.5% |
| Participation rate | 57.7% | 72.0%-14.3pp | 77.8%-20.1pp | 69.6%-11.9pp |
| Annual return | -5.77% | 9.65%-15.4pp | 10.64%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,436 | $2,098-31.5% | $3,379-57.5% | $2,381-39.7% |
| Participant deferral / active EE | $3,670 | $4,654-21.1% | $5,565-34.0% | $3,470+5.8% |
| Admin fee / account holder | $16,569 | $9,279+78.6% | $7,540+119.8% | $4,887+239.0% |