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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 | $64,665 | $45,872+41.0% | $77,096-16.1% | $68,486-5.6% |
| Participation rate | 23.1% | 55.9%-32.8pp | 67.9%-44.8pp | 67.9%-44.8pp |
| Annual return | -15.24% | 1.73%-17.0pp | 42.35%-57.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $774 | $1,650-53.1% | $2,814-72.5% | $2,597-70.2% |
| Participant deferral / active EE | $2,545 | $2,963-14.1% | $4,429-42.5% | $4,028-36.8% |
| Admin fee / account holder | $1,169 | $3,041-61.6% | $5,428-78.5% | $5,404-78.4% |