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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 | $47,312 | $56,339-16.0% | $104,301-54.6% | $68,486-30.9% |
| Participation rate | 58.6% | 63.3%-4.6pp | 73.3%-14.6pp | 67.9%-9.3pp |
| Annual return | -16.29% | -9.19%-7.1pp | 24.61%-40.9pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,370 | $1,960-30.1% | $3,373-59.4% | $2,597-47.2% |
| Participant deferral / active EE | $2,074 | $3,077-32.6% | $4,626-55.2% | $4,028-48.5% |
| Admin fee / account holder | $7,077 | $4,902+44.4% | $7,340-3.6% | $5,404+31.0% |