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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 | $49,123 | $64,719-24.1% | $112,249-56.2% | $68,486-28.3% |
| Participation rate | 45.9% | 67.2%-21.2pp | 75.1%-29.1pp | 67.9%-21.9pp |
| Annual return | -14.41% | -11.40%-3.0pp | 27.48%-41.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $941 | $2,747-65.7% | $3,636-74.1% | $2,597-63.8% |
| Participant deferral / active EE | $1,932 | $3,565-45.8% | $4,729-59.2% | $4,028-52.0% |
| Admin fee / account holder | $3,212 | $5,232-38.6% | $6,412-49.9% | $5,404-40.6% |