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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 | $45,612 | $64,719-29.5% | $112,249-59.4% | $68,486-33.4% |
| Participation rate | 47.5% | 67.2%-19.6pp | 75.1%-27.5pp | 67.9%-20.4pp |
| Annual return | -15.12% | -11.40%-3.7pp | 27.48%-42.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,549 | $2,747-43.6% | $3,636-57.4% | $2,597-40.4% |
| Participant deferral / active EE | $4,380 | $3,565+22.9% | $4,729-7.4% | $4,028+8.8% |
| Admin fee / account holder | $5,122 | $5,232-2.1% | $6,412-20.1% | $5,404-5.2% |