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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 | $57,094 | $59,813-4.5% | $79,580-28.3% | $68,486-16.6% |
| Participation rate | 51.3% | 61.1%-9.8pp | 69.5%-18.2pp | 67.9%-16.6pp |
| Annual return | -13.68% | -12.30%-1.4pp | 0.15%-13.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,185 | $1,505-21.3% | $2,413-50.9% | $2,597-54.4% |
| Participant deferral / active EE | $2,757 | $3,024-8.8% | $3,985-30.8% | $4,028-31.5% |
| Admin fee / account holder | $5,855 | $4,835+21.1% | $6,835-14.3% | $5,404+8.4% |