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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 | $61,667 | $42,383+45.5% | $76,523-19.4% | $64,181-3.9% |
| Participation rate | 36.4% | 58.1%-21.8pp | 68.0%-31.6pp | 69.6%-33.2pp |
| Annual return | -7.04% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $836 | $1,563-46.5% | $2,647-68.4% | $2,381-64.9% |
| Participant deferral / active EE | $1,889 | $2,566-26.4% | $3,835-50.7% | $3,470-45.6% |
| Admin fee / account holder | $695 | $3,198-78.3% | $4,848-85.7% | $4,887-85.8% |