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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 | $85,629 | $81,870+4.6% | $119,622-28.4% | $68,486+25.0% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-23.0pp | 67.9%-11.6pp |
| Annual return | -16.37% | -23.82%+7.4pp | -14.98%-1.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,350 | $2,692-49.9% | $4,232-68.1% | $2,597-48.0% |
| Participant deferral / active EE | $2,355 | $4,148-43.2% | $5,601-57.9% | $4,028-41.5% |
| Admin fee / account holder | $3,397 | $6,583-48.4% | $10,328-67.1% | $5,404-37.1% |