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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 | $79,305 | $81,870-3.1% | $119,634-33.7% | $68,490+15.8% |
| Participation rate | 36.8% | 71.9%-35.1pp | 79.3%-42.4pp | 67.9%-31.1pp |
| Annual return | -16.60% | -23.82%+7.2pp | -14.98%-1.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,055 | $2,692-60.8% | $4,232-75.1% | $2,597-59.4% |
| Participant deferral / active EE | $3,446 | $4,148-16.9% | $5,601-38.5% | $4,028-14.4% |
| Admin fee / account holder | $1,727 | $6,583-73.8% | $10,329-83.3% | $5,403-68.0% |