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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 | $67,133 | $73,848-9.1% | $143,799-53.3% | $68,486-2.0% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.5pp | 67.9%-25.0pp |
| Annual return | -18.89% | 0.91%-19.8pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,101 | $3,184-34.0% | $4,952-57.6% | $2,597-19.1% |
| Participant deferral / active EE | $3,615 | $3,385+6.8% | $5,638-35.9% | $4,028-10.2% |
| Admin fee / account holder | $17,653 | $5,755+206.7% | $14,677+20.3% | $5,404+226.7% |