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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 | $47,990 | $42,910+11.8% | $60,919-21.2% | $68,490-29.9% |
| Participation rate | 58.1% | 66.8%-8.6pp | 73.1%-15.0pp | 67.9%-9.8pp |
| Annual return | -16.75% | -13.99%-2.8pp | 16.96%-33.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,112 | $1,978-43.8% | $2,704-58.9% | $2,597-57.2% |
| Participant deferral / active EE | $3,722 | $2,866+29.9% | $3,814-2.4% | $4,028-7.6% |
| Admin fee / account holder | $1,665 | $3,104-46.4% | $3,228-48.4% | $5,403-69.2% |