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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 | $52,158 | $40,264+29.5% | $57,349-9.1% | $59,633-12.5% |
| Participation rate | 47.8% | 69.2%-21.3pp | 75.1%-27.3pp | 68.7%-20.8pp |
| Annual return | -1.58% | 27.51%-29.1pp | 24.40%-26.0pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $580 | $1,922-69.8% | $2,689-78.4% | $2,203-73.7% |
| Participant deferral / active EE | $2,442 | $2,400+1.7% | $3,162-22.8% | $3,192-23.5% |
| Admin fee / account holder | $3,010 | $2,819+6.8% | $3,356-10.3% | $4,297-30.0% |