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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 | $77,743 | $81,870-5.0% | $119,608-35.0% | $68,495+13.5% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -17.92% | -23.82%+5.9pp | -14.98%-2.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,571 | $2,692-41.6% | $4,232-62.9% | $2,596-39.5% |
| Participant deferral / active EE | $4,417 | $4,148+6.5% | $5,601-21.1% | $4,028+9.7% |
| Admin fee / account holder | $982 | $6,583-85.1% | $10,326-90.5% | $5,403-81.8% |