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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 | $68,794 | $42,383+62.3% | $76,518-10.1% | $64,173+7.2% |
| Participation rate | 55.3% | 58.1%-2.9pp | 68.0%-12.7pp | 69.6%-14.3pp |
| Annual return | -5.60% | -16.54%+10.9pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $891 | $1,563-43.0% | $2,647-66.3% | $2,381-62.6% |
| Participant deferral / active EE | $1,813 | $2,566-29.4% | $3,836-52.7% | $3,470-47.8% |
| Admin fee / account holder | $2,522 | $3,198-21.1% | $4,849-48.0% | $4,887-48.4% |