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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 | $26,894 | $81,870-67.2% | $119,622-77.5% | $68,486-60.7% |
| Participation rate | 64.1% | 71.9%-7.8pp | 79.3%-15.1pp | 67.9%-3.8pp |
| Annual return | -15.07% | -23.82%+8.8pp | -14.98%-0.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,994 | $2,692-25.9% | $4,232-52.9% | $2,597-23.2% |
| Participant deferral / active EE | $4,345 | $4,148+4.8% | $5,601-22.4% | $4,028+7.9% |
| Admin fee / account holder | $1,779 | $6,583-73.0% | $10,328-82.8% | $5,404-67.1% |