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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 | $61,084 | $42,910+42.4% | $60,919+0.3% | $68,490-10.8% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -9.82% | -13.99%+4.2pp | 16.96%-26.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $641 | $1,978-67.6% | $2,704-76.3% | $2,597-75.3% |
| Participant deferral / active EE | $2,233 | $2,866-22.1% | $3,814-41.4% | $4,028-44.5% |
| Admin fee / account holder | $1,432 | $3,104-53.9% | $3,228-55.6% | $5,403-73.5% |