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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 | $56,152 | $42,383+32.5% | $76,518-26.6% | $64,173-12.5% |
| Participation rate | 66.1% | 58.1%+7.9pp | 68.0%-1.9pp | 69.6%-3.5pp |
| Annual return | -5.72% | -16.54%+10.8pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $215 | $1,563-86.3% | $2,647-91.9% | $2,381-91.0% |
| Participant deferral / active EE | $1,862 | $2,566-27.4% | $3,836-51.5% | $3,470-46.3% |
| Admin fee / account holder | $4,521 | $3,198+41.4% | $4,849-6.8% | $4,887-7.5% |