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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 | $56,842 | $59,819-5.0% | $79,583-28.6% | $68,490-17.0% |
| Participation rate | 63.4% | 61.1%+2.3pp | 69.5%-6.1pp | 67.9%-4.5pp |
| Annual return | -14.60% | -12.30%-2.3pp | 0.16%-14.8pp | -7.85%-6.7pp |
| Employer contribution / active EE | $471 | $1,505-68.7% | $2,414-80.5% | $2,597-81.9% |
| Participant deferral / active EE | $3,851 | $3,025+27.3% | $3,986-3.4% | $4,028-4.4% |
| Admin fee / account holder | $14,622 | $4,835+202.4% | $6,835+113.9% | $5,403+170.6% |