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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 | $46,063 | $42,917+7.3% | $60,899-24.4% | $68,495-32.8% |
| Participation rate | 64.7% | 66.8%-2.1pp | 73.1%-8.4pp | 67.9%-3.2pp |
| Annual return | -17.07% | -13.99%-3.1pp | 16.92%-34.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $726 | $1,979-63.3% | $2,702-73.1% | $2,596-72.0% |
| Participant deferral / active EE | $2,651 | $2,867-7.5% | $3,817-30.6% | $4,028-34.2% |
| Admin fee / account holder | $10,585 | $3,102+241.2% | $3,225+228.2% | $5,403+95.9% |