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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 | $47,341 | $59,813-20.9% | $79,580-40.5% | $68,486-30.9% |
| Participation rate | 54.3% | 61.1%-6.8pp | 69.5%-15.2pp | 67.9%-13.6pp |
| Annual return | -17.70% | -12.30%-5.4pp | 0.15%-17.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,137 | $1,505-24.5% | $2,413-52.9% | $2,597-56.2% |
| Participant deferral / active EE | $1,624 | $3,024-46.3% | $3,985-59.3% | $4,028-59.7% |
| Admin fee / account holder | $3,228 | $4,835-33.2% | $6,835-52.8% | $5,404-40.3% |