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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 | $43,072 | $110,083-60.9% | $151,645-71.6% | $68,490-37.1% |
| Participation rate | 65.7% | 84.0%-18.2pp | 87.5%-21.8pp | 67.9%-2.2pp |
| Annual return | -16.41% | -10.12%-6.3pp | 3.34%-19.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,889 | $4,470-57.7% | $6,165-69.4% | $2,597-27.3% |
| Participant deferral / active EE | $6,629 | $6,526+1.6% | $8,363-20.7% | $4,028+64.6% |
| Admin fee / account holder | $428 | $7,718-94.5% | $11,614-96.3% | $5,403-92.1% |