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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 | $71,803 | $59,813+20.0% | $79,580-9.8% | $68,486+4.8% |
| Participation rate | 38.7% | 61.1%-22.4pp | 69.5%-30.8pp | 67.9%-29.2pp |
| Annual return | -13.64% | -12.30%-1.3pp | 0.15%-13.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $574 | $1,505-61.9% | $2,413-76.2% | $2,597-77.9% |
| Participant deferral / active EE | $4,890 | $3,024+61.7% | $3,985+22.7% | $4,028+21.4% |
| Admin fee / account holder | $11,750 | $4,835+143.0% | $6,835+71.9% | $5,404+117.4% |