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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 | $58,342 | $73,863-21.0% | $143,797-59.4% | $68,490-14.8% |
| Participation rate | 64.4% | 66.7%-2.2pp | 80.3%-15.9pp | 67.9%-3.5pp |
| Annual return | -15.52% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,890 | $3,185-9.2% | $4,952-41.6% | $2,597+11.3% |
| Participant deferral / active EE | $4,972 | $3,385+46.9% | $5,638-11.8% | $4,028+23.4% |
| Admin fee / account holder | $2,055 | $5,756-64.3% | $14,679-86.0% | $5,403-62.0% |