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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 | $80,771 | $73,839+9.4% | $143,788-43.8% | $68,495+17.9% |
| Participation rate | 47.4% | 66.7%-19.3pp | 80.3%-32.9pp | 67.9%-20.5pp |
| Annual return | -18.61% | 1.01%-19.6pp | -0.03%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,647 | $3,184-48.3% | $4,952-66.7% | $2,596-36.6% |
| Participant deferral / active EE | $3,562 | $3,384+5.3% | $5,638-36.8% | $4,028-11.6% |
| Admin fee / account holder | $693 | $5,755-88.0% | $14,675-95.3% | $5,403-87.2% |