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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 | $46,008 | $81,870-43.8% | $119,622-61.5% | $68,486-32.8% |
| Participation rate | 63.2% | 71.9%-8.7pp | 79.3%-16.0pp | 67.9%-4.7pp |
| Annual return | -15.61% | -23.82%+8.2pp | -14.98%-0.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,216 | $2,692-54.8% | $4,232-71.3% | $2,597-53.2% |
| Participant deferral / active EE | $1,961 | $4,148-52.7% | $5,601-65.0% | $4,028-51.3% |
| Admin fee / account holder | $4,155 | $6,583-36.9% | $10,328-59.8% | $5,404-23.1% |