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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 | $53,340 | $81,870-34.8% | $119,634-55.4% | $68,490-22.1% |
| Participation rate | 62.0% | 71.9%-9.9pp | 79.3%-17.2pp | 67.9%-5.9pp |
| Annual return | -13.99% | -23.82%+9.8pp | -14.98%+1.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,113 | $2,692-58.6% | $4,232-73.7% | $2,597-57.1% |
| Participant deferral / active EE | $3,653 | $4,148-11.9% | $5,601-34.8% | $4,028-9.3% |
| Admin fee / account holder | $3,833 | $6,583-41.8% | $10,329-62.9% | $5,403-29.1% |