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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 | $49,760 | $58,093-14.3% | $80,022-37.8% | $56,287-11.6% |
| Participation rate | 59.6% | 73.6%-14.0pp | 75.8%-16.2pp | 69.9%-10.2pp |
| Annual return | -6.53% | 34.63%-41.2pp | 11.22%-17.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,199 | $1,933-37.9% | $2,468-51.4% | $2,111-43.2% |
| Participant deferral / active EE | $1,992 | $3,136-36.5% | $3,686-46.0% | $3,350-40.5% |
| Admin fee / account holder | $415 | $623-33.4% | $6,521-93.6% | $521-20.4% |