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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 | $81,323 | $81,870-0.7% | $119,634-32.0% | $68,490+18.7% |
| Participation rate | 37.5% | 71.9%-34.4pp | 79.3%-41.8pp | 67.9%-30.4pp |
| Annual return | -15.68% | -23.82%+8.1pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $757 | $2,692-71.9% | $4,232-82.1% | $2,597-70.8% |
| Participant deferral / active EE | $2,061 | $4,148-50.3% | $5,601-63.2% | $4,028-48.8% |
| Admin fee / account holder | $18,629 | $6,583+183.0% | $10,329+80.4% | $5,403+244.8% |