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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 | $105,491 | $81,870+28.9% | $119,608-11.8% | $68,495+54.0% |
| Participation rate | 35.7% | 71.9%-36.2pp | 79.3%-43.5pp | 67.9%-32.2pp |
| Annual return | -13.88% | -23.82%+9.9pp | -14.98%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,500 | $2,692-44.3% | $4,232-64.6% | $2,596-42.2% |
| Participant deferral / active EE | $2,543 | $4,148-38.7% | $5,601-54.6% | $4,028-36.9% |
| Admin fee / account holder | $942 | $6,583-85.7% | $10,326-90.9% | $5,403-82.6% |