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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 | $87,252 | $81,870+6.6% | $119,622-27.1% | $68,486+27.4% |
| Participation rate | 68.0% | 71.9%-3.9pp | 79.3%-11.3pp | 67.9%+0.1pp |
| Annual return | -18.41% | -23.82%+5.4pp | -14.98%-3.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,470 | $2,692-45.4% | $4,232-65.3% | $2,597-43.4% |
| Participant deferral / active EE | $7,926 | $4,148+91.1% | $5,601+41.5% | $4,028+96.8% |
| Admin fee / account holder | $496 | $6,583-92.5% | $10,328-95.2% | $5,404-90.8% |