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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 | $55,287 | $45,872+20.5% | $77,096-28.3% | $68,486-19.3% |
| Participation rate | 23.4% | 55.9%-32.5pp | 67.9%-44.5pp | 67.9%-44.5pp |
| Annual return | -18.50% | 1.73%-20.2pp | 42.35%-60.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $815 | $1,650-50.6% | $2,814-71.1% | $2,597-68.6% |
| Participant deferral / active EE | $1,945 | $2,963-34.3% | $4,429-56.1% | $4,028-51.7% |
| Admin fee / account holder | $1,697 | $3,041-44.2% | $5,428-68.7% | $5,404-68.6% |