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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 | $47,153 | $45,872+2.8% | $77,096-38.8% | $68,486-31.1% |
| Participation rate | 68.9% | 55.9%+13.0pp | 67.9%+1.0pp | 67.9%+1.0pp |
| Annual return | -15.73% | 1.73%-17.5pp | 42.35%-58.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,982 | $1,650+20.2% | $2,814-29.6% | $2,597-23.7% |
| Participant deferral / active EE | $3,204 | $2,963+8.1% | $4,429-27.7% | $4,028-20.4% |
| Admin fee / account holder | $818 | $3,041-73.1% | $5,428-84.9% | $5,404-84.9% |