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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 | $54,357 | $64,716-16.0% | $112,258-51.6% | $68,495-20.6% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -18.56% | -11.40%-7.2pp | 27.47%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,125 | $2,746-22.6% | $3,636-41.6% | $2,596-18.2% |
| Participant deferral / active EE | $7,143 | $3,565+100.4% | $4,728+51.1% | $4,028+77.4% |
| Admin fee / account holder | $3,124 | $5,232-40.3% | $6,411-51.3% | $5,403-42.2% |