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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 | $34,124 | $81,870-58.3% | $119,634-71.5% | $68,490-50.2% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -5.83% | -23.82%+18.0pp | -14.98%+9.2pp | -7.85%+2.0pp |
| Employer contribution / active EE | $1,812 | $2,692-32.7% | $4,232-57.2% | $2,597-30.2% |
| Participant deferral / active EE | $5,689 | $4,148+37.1% | $5,601+1.6% | $4,028+41.2% |
| Admin fee / account holder | $4,174 | $6,583-36.6% | $10,329-59.6% | $5,403-22.7% |