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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 | $47,381 | $42,396+11.8% | $67,313-29.6% | $56,289-15.8% |
| Participation rate | 54.2% | 61.0%-6.8pp | 69.1%-14.9pp | 69.9%-15.6pp |
| Annual return | -2.69% | -36.63%+33.9pp | -4.08%+1.4pp | -9.96%+7.3pp |
| Employer contribution / active EE | $718 | $1,414-49.2% | $2,566-72.0% | $2,111-66.0% |
| Participant deferral / active EE | $1,491 | $2,360-36.8% | $3,568-58.2% | $3,350-55.5% |
| Admin fee / account holder | $9,537 | $510+1771.4% | $4,507+111.6% | $521+1730.5% |