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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 | $61,708 | $53,162+16.1% | $91,227-32.4% | $68,490-9.9% |
| Participation rate | 53.3% | 63.2%-9.9pp | 73.2%-19.9pp | 67.9%-14.6pp |
| Annual return | -13.75% | -3.14%-10.6pp | 114.14%-127.9pp | -7.85%-5.9pp |
| Employer contribution / active EE | $609 | $1,709-64.4% | $2,851-78.6% | $2,597-76.6% |
| Participant deferral / active EE | $1,536 | $2,974-48.3% | $4,234-63.7% | $4,028-61.9% |
| Admin fee / account holder | $7,961 | $4,493+77.2% | $5,423+46.8% | $5,403+47.4% |