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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 | $96,497 | $46,697+106.6% | $117,529-17.9% | $68,490+40.9% |
| Participation rate | 51.6% | 56.8%-5.2pp | 70.6%-19.0pp | 67.9%-16.3pp |
| Annual return | -17.93% | -14.52%-3.4pp | 29.77%-47.7pp | -7.85%-10.1pp |
| Employer contribution / active EE | $750 | $1,506-50.2% | $4,179-82.0% | $2,597-71.1% |
| Participant deferral / active EE | $3,389 | $2,637+28.5% | $4,072-16.8% | $4,028-15.9% |
| Admin fee / account holder | $729 | $4,023-81.9% | $5,645-87.1% | $5,403-86.5% |