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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 | $60,359 | $81,870-26.3% | $119,634-49.5% | $68,490-11.9% |
| Participation rate | 67.4% | 71.9%-4.5pp | 79.3%-11.8pp | 67.9%-0.5pp |
| Annual return | -15.00% | -23.82%+8.8pp | -14.98%0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,622 | $2,692-39.7% | $4,232-61.7% | $2,597-37.5% |
| Participant deferral / active EE | $3,337 | $4,148-19.6% | $5,601-40.4% | $4,028-17.2% |
| Admin fee / account holder | $5,149 | $6,583-21.8% | $10,329-50.1% | $5,403-4.7% |