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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 | $37,579 | $81,870-54.1% | $119,608-68.6% | $68,495-45.1% |
| Participation rate | 58.1% | 71.9%-13.8pp | 79.3%-21.2pp | 67.9%-9.8pp |
| Annual return | -18.76% | -23.82%+5.1pp | -14.98%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,645 | $2,692-1.7% | $4,232-37.5% | $2,596+1.9% |
| Participant deferral / active EE | $4,594 | $4,148+10.7% | $5,601-18.0% | $4,028+14.1% |
| Admin fee / account holder | $3,887 | $6,583-41.0% | $10,326-62.4% | $5,403-28.1% |