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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 | $49,871 | $42,548+17.2% | $74,549-33.1% | $56,287-11.4% |
| Participation rate | 34.5% | 60.5%-26.0pp | 69.1%-34.7pp | 69.9%-35.4pp |
| Annual return | -6.79% | 12.40%-19.2pp | 32.53%-39.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,148 | $855+34.3% | $1,961-41.4% | $2,111-45.6% |
| Participant deferral / active EE | $2,247 | $2,277-1.3% | $3,108-27.7% | $3,350-32.9% |
| Admin fee / account holder | $1,113 | $467+138.3% | $5,059-78.0% | $521+113.7% |