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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 | $117,979 | $81,870+44.1% | $119,634-1.4% | $68,490+72.3% |
| Participation rate | 53.5% | 71.9%-18.4pp | 79.3%-25.8pp | 67.9%-14.4pp |
| Annual return | -14.43% | -23.82%+9.4pp | -14.98%+0.6pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,096 | $2,692-59.3% | $4,232-74.1% | $2,597-57.8% |
| Participant deferral / active EE | $5,659 | $4,148+36.4% | $5,601+1.0% | $4,028+40.5% |
| Admin fee / account holder | $2,194 | $6,583-66.7% | $10,329-78.8% | $5,403-59.4% |