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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 | $60,702 | $53,546+13.4% | $69,884-13.1% | $68,486-11.4% |
| Participation rate | 57.8% | 64.5%-6.8pp | 70.5%-12.7pp | 67.9%-10.1pp |
| Annual return | -12.54% | -13.87%+1.3pp | 190.81%-203.4pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,362 | $2,019-32.5% | $2,560-46.8% | $2,597-47.5% |
| Participant deferral / active EE | $2,578 | $2,957-12.8% | $3,848-33.0% | $4,028-36.0% |
| Admin fee / account holder | $2,672 | $4,693-43.1% | $6,266-57.4% | $5,404-50.6% |