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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 | $48,734 | $64,719-24.7% | $112,249-56.6% | $68,486-28.8% |
| Participation rate | 34.3% | 67.2%-32.8pp | 75.1%-40.7pp | 67.9%-33.6pp |
| Annual return | -18.88% | -11.40%-7.5pp | 27.48%-46.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,886 | $2,747-31.3% | $3,636-48.1% | $2,597-27.4% |
| Participant deferral / active EE | $4,377 | $3,565+22.8% | $4,729-7.4% | $4,028+8.7% |
| Admin fee / account holder | $8,239 | $5,232+57.5% | $6,412+28.5% | $5,404+52.5% |