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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 | $35,638 | $81,870-56.5% | $119,622-70.2% | $68,486-48.0% |
| Participation rate | 53.7% | 71.9%-18.2pp | 79.3%-25.6pp | 67.9%-14.2pp |
| Annual return | -4.16% | -23.82%+19.7pp | -14.98%+10.8pp | -7.85%+3.7pp |
| Employer contribution / active EE | $1,557 | $2,692-42.2% | $4,232-63.2% | $2,597-40.1% |
| Participant deferral / active EE | $6,222 | $4,148+50.0% | $5,601+11.1% | $4,028+54.5% |
| Admin fee / account holder | $1,538 | $6,583-76.6% | $10,328-85.1% | $5,404-71.5% |