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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 | $54,778 | $81,870-33.1% | $119,622-54.2% | $68,486-20.0% |
| Participation rate | 61.5% | 71.9%-10.4pp | 79.3%-17.7pp | 67.9%-6.4pp |
| Annual return | -16.06% | -23.82%+7.8pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,659 | $2,692-1.2% | $4,232-37.2% | $2,597+2.4% |
| Participant deferral / active EE | $5,197 | $4,148+25.3% | $5,601-7.2% | $4,028+29.0% |
| Admin fee / account holder | $1,659 | $6,583-74.8% | $10,328-83.9% | $5,404-69.3% |