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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 | $50,501 | $59,186-14.7% | $76,768-34.2% | $56,287-10.3% |
| Participation rate | 52.5% | 75.2%-22.7pp | 77.0%-24.5pp | 69.9%-17.4pp |
| Annual return | -3.24% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,127 | $1,759-35.9% | $2,485-54.7% | $2,111-46.6% |
| Participant deferral / active EE | $2,230 | $3,255-31.5% | $3,852-42.1% | $3,350-33.4% |
| Admin fee / account holder | $1,656 | $489+238.5% | $6,675-75.2% | $521+217.8% |