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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 | $69,444 | $110,083-36.9% | $151,628-54.2% | $68,495+1.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 87.5%-31.9pp | 67.9%-12.3pp |
| Annual return | -17.50% | -10.12%-7.4pp | 3.34%-20.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,081 | $4,470-53.5% | $6,165-66.3% | $2,596-19.9% |
| Participant deferral / active EE | $3,406 | $6,526-47.8% | $8,363-59.3% | $4,028-15.4% |
| Admin fee / account holder | $17,885 | $7,718+131.8% | $11,613+54.0% | $5,403+231.0% |