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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 | $68,176 | $59,819+14.0% | $79,583-14.3% | $68,490-0.5% |
| Participation rate | 41.9% | 61.1%-19.2pp | 69.5%-27.6pp | 67.9%-26.0pp |
| Annual return | -14.37% | -12.30%-2.1pp | 0.16%-14.5pp | -7.85%-6.5pp |
| Employer contribution / active EE | $850 | $1,505-43.5% | $2,414-64.8% | $2,597-67.3% |
| Participant deferral / active EE | $2,029 | $3,025-32.9% | $3,986-49.1% | $4,028-49.6% |
| Admin fee / account holder | $1,272 | $4,835-73.7% | $6,835-81.4% | $5,403-76.5% |