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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 | $52,246 | $59,813-12.6% | $79,580-34.3% | $68,486-23.7% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.5%-7.0pp | 67.9%-5.4pp |
| Annual return | -13.91% | -12.30%-1.6pp | 0.15%-14.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $779 | $1,505-48.3% | $2,413-67.7% | $2,597-70.0% |
| Participant deferral / active EE | $1,824 | $3,024-39.7% | $3,985-54.2% | $4,028-54.7% |
| Admin fee / account holder | $778 | $4,835-83.9% | $6,835-88.6% | $5,404-85.6% |