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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 | $64,997 | $53,546+21.4% | $69,890-7.0% | $68,490-5.1% |
| Participation rate | 46.2% | 64.5%-18.4pp | 70.5%-24.3pp | 67.9%-21.7pp |
| Annual return | -17.23% | -13.87%-3.4pp | 190.84%-208.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,172 | $2,019-41.9% | $2,560-54.2% | $2,597-54.9% |
| Participant deferral / active EE | $1,905 | $2,957-35.6% | $3,848-50.5% | $4,028-52.7% |
| Admin fee / account holder | $1,550 | $4,693-67.0% | $6,267-75.3% | $5,403-71.3% |