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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 | $56,137 | $53,162+5.6% | $91,225-38.5% | $68,495-18.0% |
| Participation rate | 48.6% | 63.2%-14.6pp | 73.2%-24.6pp | 67.9%-19.3pp |
| Annual return | -15.39% | -3.14%-12.3pp | 114.10%-129.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,283 | $1,709-25.0% | $2,851-55.0% | $2,596-50.6% |
| Participant deferral / active EE | $1,966 | $2,974-33.9% | $4,234-53.6% | $4,028-51.2% |
| Admin fee / account holder | $1,931 | $4,493-57.0% | $5,422-64.4% | $5,403-64.3% |