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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 | $105,351 | $81,900+28.6% | $119,615-11.9% | $68,498+53.8% |
| Participation rate | 36.0% | 71.9%-35.9pp | 79.3%-43.3pp | 67.9%-31.9pp |
| Annual return | -17.18% | -23.82%+6.6pp | -14.98%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $950 | $2,693-64.7% | $4,232-77.5% | $2,596-63.4% |
| Participant deferral / active EE | $2,033 | $4,148-51.0% | $5,602-63.7% | $4,027-49.5% |
| Admin fee / account holder | $4,541 | $6,582-31.0% | $10,324-56.0% | $5,403-16.0% |