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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 | $71,371 | $81,870-12.8% | $119,622-40.3% | $68,486+4.2% |
| Participation rate | 51.5% | 71.9%-20.4pp | 79.3%-27.8pp | 67.9%-16.4pp |
| Annual return | -15.12% | -23.82%+8.7pp | -14.98%-0.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $878 | $2,692-67.4% | $4,232-79.2% | $2,597-66.2% |
| Participant deferral / active EE | $2,992 | $4,148-27.9% | $5,601-46.6% | $4,028-25.7% |
| Admin fee / account holder | $5,023 | $6,583-23.7% | $10,328-51.4% | $5,404-7.0% |