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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 | $45,645 | $53,546-14.8% | $69,890-34.7% | $68,490-33.4% |
| Participation rate | 63.3% | 64.5%-1.2pp | 70.5%-7.2pp | 67.9%-4.6pp |
| Annual return | -11.72% | -13.87%+2.1pp | 190.84%-202.6pp | -7.85%-3.9pp |
| Employer contribution / active EE | $1,849 | $2,019-8.4% | $2,560-27.8% | $2,597-28.8% |
| Participant deferral / active EE | $4,944 | $2,957+67.2% | $3,848+28.5% | $4,028+22.7% |
| Admin fee / account holder | $364 | $4,693-92.2% | $6,267-94.2% | $5,403-93.3% |