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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 | $73,880 | $46,697+58.2% | $117,529-37.1% | $68,490+7.9% |
| Participation rate | 49.2% | 56.8%-7.5pp | 70.6%-21.4pp | 67.9%-18.7pp |
| Annual return | -18.00% | -14.52%-3.5pp | 29.77%-47.8pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,186 | $1,506-21.2% | $4,179-71.6% | $2,597-54.3% |
| Participant deferral / active EE | $3,094 | $2,637+17.3% | $4,072-24.0% | $4,028-23.2% |
| Admin fee / account holder | $1,276 | $4,023-68.3% | $5,645-77.4% | $5,403-76.4% |