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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 | $93,815 | $81,870+14.6% | $119,622-21.6% | $68,486+37.0% |
| Participation rate | 42.3% | 71.9%-29.6pp | 79.3%-37.0pp | 67.9%-25.6pp |
| Annual return | -13.65% | -23.82%+10.2pp | -14.98%+1.3pp | -7.85%-5.8pp |
| Employer contribution / active EE | $957 | $2,692-64.4% | $4,232-77.4% | $2,597-63.1% |
| Participant deferral / active EE | $2,021 | $4,148-51.3% | $5,601-63.9% | $4,028-49.8% |
| Admin fee / account holder | $6,174 | $6,583-6.2% | $10,328-40.2% | $5,404+14.3% |