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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 | $56,590 | $65,453-13.5% | $86,698-34.7% | $66,938-15.5% |
| Participation rate | 39.1% | 75.5%-36.3pp | 76.6%-37.5pp | 69.8%-30.7pp |
| Annual return | -14.67% | -10.89%-3.8pp | 35.95%-50.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $898 | $2,154-58.3% | $2,837-68.3% | $2,545-64.7% |
| Participant deferral / active EE | $2,500 | $4,102-39.0% | $4,656-46.3% | $4,238-41.0% |
| Admin fee / account holder | $1,727 | $642+169.1% | $7,493-77.0% | $594+191.0% |