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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 | $63,553 | $110,083-42.3% | $151,639-58.1% | $68,486-7.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 87.5%-30.3pp | 67.9%-10.8pp |
| Annual return | -17.89% | -10.12%-7.8pp | 3.34%-21.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,268 | $4,470-49.3% | $6,165-63.2% | $2,597-12.7% |
| Participant deferral / active EE | $6,942 | $6,526+6.4% | $8,363-17.0% | $4,028+72.4% |
| Admin fee / account holder | $2,922 | $7,718-62.1% | $11,613-74.8% | $5,404-45.9% |