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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 | $31,401 | $42,910-26.8% | $60,919-48.5% | $68,490-54.2% |
| Participation rate | 64.5% | 66.8%-2.2pp | 73.1%-8.6pp | 67.9%-3.4pp |
| Annual return | -12.72% | -13.99%+1.3pp | 16.96%-29.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,489 | $1,978+76.4% | $2,704+29.1% | $2,597+34.4% |
| Participant deferral / active EE | $1,998 | $2,866-30.3% | $3,814-47.6% | $4,028-50.4% |
| Admin fee / account holder | $6,535 | $3,104+110.5% | $3,228+102.5% | $5,403+21.0% |