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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 | $54,280 | $91,911-40.9% | $68,793-21.1% | $135,382-59.9% |
| Participation rate | 68.4% | 76.7%-8.3pp | 72.2%-3.8pp | 82.6%-14.2pp |
| Annual return | -4.45% | -8.22%+3.8pp | -4.63%+0.2pp | 519.77%-524.2pp |
| Employer contribution / active EE | $2,146 | $3,924-45.3% | $2,625-18.2% | $4,779-55.1% |
| Participant deferral / active EE | $4,686 | $4,315+8.6% | $3,311+41.5% | $5,609-16.5% |
| Admin fee / account holder | $4,013 | $9,240-56.6% | $5,131-21.8% | $10,829-62.9% |