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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 | $62,524 | $64,719-3.4% | $112,249-44.3% | $68,486-8.7% |
| Participation rate | 25.9% | 67.2%-41.3pp | 75.1%-49.2pp | 67.9%-42.0pp |
| Annual return | -18.22% | -11.40%-6.8pp | 27.48%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $987 | $2,747-64.1% | $3,636-72.9% | $2,597-62.0% |
| Participant deferral / active EE | $2,291 | $3,565-35.7% | $4,729-51.5% | $4,028-43.1% |
| Admin fee / account holder | $3,154 | $5,232-39.7% | $6,412-50.8% | $5,404-41.6% |