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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 | $82,745 | $81,870+1.1% | $119,622-30.8% | $68,486+20.8% |
| Participation rate | 54.1% | 71.9%-17.8pp | 79.3%-25.2pp | 67.9%-13.8pp |
| Annual return | -15.91% | -23.82%+7.9pp | -14.98%-0.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,565 | $2,692-41.9% | $4,232-63.0% | $2,597-39.7% |
| Participant deferral / active EE | $1,914 | $4,148-53.9% | $5,601-65.8% | $4,028-52.5% |
| Admin fee / account holder | $618 | $6,583-90.6% | $10,328-94.0% | $5,404-88.6% |