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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 | $32,204 | $81,870-60.7% | $119,608-73.1% | $68,495-53.0% |
| Participation rate | 64.8% | 71.9%-7.1pp | 79.3%-14.4pp | 67.9%-3.1pp |
| Annual return | -8.11% | -23.82%+15.7pp | -14.98%+6.9pp | -7.84%-0.3pp |
| Employer contribution / active EE | $2,639 | $2,692-2.0% | $4,232-37.6% | $2,596+1.6% |
| Participant deferral / active EE | $4,902 | $4,148+18.2% | $5,601-12.5% | $4,028+21.7% |
| Admin fee / account holder | $4,703 | $6,583-28.6% | $10,326-54.5% | $5,403-13.0% |