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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 | $66,523 | $59,834+11.2% | $79,576-16.4% | $68,495-2.9% |
| Participation rate | 31.3% | 61.1%-29.8pp | 69.5%-38.2pp | 67.9%-36.6pp |
| Annual return | -16.76% | -12.30%-4.5pp | 0.15%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $898 | $1,505-40.3% | $2,413-62.8% | $2,596-65.4% |
| Participant deferral / active EE | $2,214 | $3,024-26.8% | $3,985-44.5% | $4,028-45.0% |
| Admin fee / account holder | $4,395 | $4,835-9.1% | $6,834-35.7% | $5,403-18.7% |