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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 | $54,578 | $33,067+65.0% | $76,523-28.7% | $56,287-3.0% |
| Participation rate | 34.5% | 55.4%-20.9pp | 68.0%-33.5pp | 69.9%-35.3pp |
| Annual return | -6.99% | 2.72%-9.7pp | -0.27%-6.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $935 | $1,200-22.1% | $2,647-64.7% | $2,111-55.7% |
| Participant deferral / active EE | $1,768 | $2,240-21.1% | $3,835-53.9% | $3,350-47.2% |
| Admin fee / account holder | $3,080 | $537+473.7% | $4,848-36.5% | $521+491.3% |