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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 | $35,755 | $81,870-56.3% | $119,622-70.1% | $68,486-47.8% |
| Participation rate | 56.6% | 71.9%-15.3pp | 79.3%-22.7pp | 67.9%-11.3pp |
| Annual return | -16.62% | -23.82%+7.2pp | -14.98%-1.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,150 | $2,692-20.1% | $4,232-49.2% | $2,597-17.2% |
| Participant deferral / active EE | $4,340 | $4,148+4.6% | $5,601-22.5% | $4,028+7.8% |
| Admin fee / account holder | $1,075 | $6,583-83.7% | $10,328-89.6% | $5,404-80.1% |