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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 | $59,377 | $81,870-27.5% | $119,608-50.4% | $68,495-13.3% |
| Participation rate | 51.2% | 71.9%-20.7pp | 79.3%-28.1pp | 67.9%-16.7pp |
| Annual return | 5.75% | -23.82%+29.6pp | -14.98%+20.7pp | -7.84%+13.6pp |
| Employer contribution / active EE | $918 | $2,692-65.9% | $4,232-78.3% | $2,596-64.6% |
| Participant deferral / active EE | $3,791 | $4,148-8.6% | $5,601-32.3% | $4,028-5.9% |
| Admin fee / account holder | $10,371 | $6,583+57.5% | $10,326+0.4% | $5,403+91.9% |