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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 | $54,583 | $45,872+19.0% | $77,100-29.2% | $68,490-20.3% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -19.57% | 1.73%-21.3pp | 42.35%-61.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,571 | $1,650+55.8% | $2,815-8.7% | $2,597-1.0% |
| Participant deferral / active EE | $8,080 | $2,963+172.7% | $4,430+82.4% | $4,028+100.6% |
| Admin fee / account holder | $6,396 | $3,041+110.3% | $5,443+17.5% | $5,403+18.4% |