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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 | $61,201 | $45,872+33.4% | $77,081-20.6% | $68,495-10.6% |
| Participation rate | 41.2% | 55.9%-14.7pp | 67.9%-26.7pp | 67.9%-26.7pp |
| Annual return | -19.50% | 1.73%-21.2pp | 42.33%-61.8pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,432 | $1,650-13.2% | $2,813-49.1% | $2,596-44.9% |
| Participant deferral / active EE | $2,300 | $2,963-22.4% | $4,428-48.1% | $4,028-42.9% |
| Admin fee / account holder | $4,615 | $3,041+51.7% | $5,427-15.0% | $5,403-14.6% |