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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 | $117,769 | $81,870+43.8% | $119,622-1.5% | $68,486+72.0% |
| Participation rate | 43.5% | 71.9%-28.3pp | 79.3%-35.7pp | 67.9%-24.3pp |
| Annual return | -8.84% | -23.82%+15.0pp | -14.98%+6.1pp | -7.85%-1.0pp |
| Employer contribution / active EE | $1,262 | $2,692-53.1% | $4,232-70.2% | $2,597-51.4% |
| Participant deferral / active EE | $3,259 | $4,148-21.4% | $5,601-41.8% | $4,028-19.1% |
| Admin fee / account holder | $7,405 | $6,583+12.5% | $10,328-28.3% | $5,404+37.0% |