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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 | $77,088 | $59,834+28.8% | $79,576-3.1% | $68,495+12.5% |
| Participation rate | 50.6% | 61.1%-10.4pp | 69.5%-18.9pp | 67.9%-17.3pp |
| Annual return | -13.42% | -12.30%-1.1pp | 0.15%-13.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $362 | $1,505-75.9% | $2,413-85.0% | $2,596-86.0% |
| Participant deferral / active EE | $2,410 | $3,024-20.3% | $3,985-39.5% | $4,028-40.2% |
| Admin fee / account holder | $1,831 | $4,835-62.1% | $6,834-73.2% | $5,403-66.1% |