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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 | $73,291 | $45,872+59.8% | $77,081-4.9% | $68,495+7.0% |
| Participation rate | 46.7% | 55.9%-9.3pp | 67.9%-21.2pp | 67.9%-21.2pp |
| Annual return | -16.36% | 1.73%-18.1pp | 42.33%-58.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,140 | $1,650-30.9% | $2,813-59.5% | $2,596-56.1% |
| Participant deferral / active EE | $3,588 | $2,963+21.1% | $4,428-19.0% | $4,028-10.9% |
| Admin fee / account holder | $2,409 | $3,041-20.8% | $5,427-55.6% | $5,403-55.4% |