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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 | $85,100 | $81,870+3.9% | $119,622-28.9% | $68,486+24.3% |
| Participation rate | 6.7% | 71.9%-65.2pp | 79.3%-72.6pp | 67.9%-61.2pp |
| Annual return | -7.88% | -23.82%+15.9pp | -14.98%+7.1pp | -7.85%0pp |
| Employer contribution / active EE | $1,378 | $2,692-48.8% | $4,232-67.4% | $2,597-46.9% |
| Participant deferral / active EE | $2,294 | $4,148-44.7% | $5,601-59.0% | $4,028-43.0% |
| Admin fee / account holder | $367 | $6,583-94.4% | $10,328-96.4% | $5,404-93.2% |