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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 | $75,987 | $64,138+18.5% | $112,258-32.3% | $66,930+13.5% |
| Participation rate | 49.6% | 68.5%-18.8pp | 75.1%-25.4pp | 69.8%-20.2pp |
| Annual return | -10.37% | -13.81%+3.4pp | 27.47%-37.8pp | 1.57%-11.9pp |
| Employer contribution / active EE | $2,573 | $3,006-14.4% | $3,636-29.2% | $2,545+1.1% |
| Participant deferral / active EE | $5,932 | $3,694+60.6% | $4,728+25.4% | $4,238+40.0% |
| Admin fee / account holder | $2,421 | $625+287.2% | $6,411-62.2% | $593+308.0% |