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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 | $30,993 | $42,396-26.9% | $67,313-54.0% | $56,289-44.9% |
| Participation rate | 63.2% | 61.0%+2.2pp | 69.1%-5.9pp | 69.9%-6.6pp |
| Annual return | -4.71% | -36.63%+31.9pp | -4.08%-0.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,390 | $1,414-1.7% | $2,566-45.8% | $2,111-34.2% |
| Participant deferral / active EE | $2,742 | $2,360+16.2% | $3,568-23.1% | $3,350-18.1% |
| Admin fee / account holder | $2,367 | $510+364.5% | $4,507-47.5% | $521+354.4% |