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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 | $61,442 | $42,914+43.2% | $60,888+0.9% | $68,498-10.3% |
| Participation rate | 27.7% | 66.8%-39.1pp | 73.1%-45.5pp | 67.9%-40.2pp |
| Annual return | -13.92% | -13.99%+0.1pp | 16.91%-30.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $773 | $1,979-61.0% | $2,702-71.4% | $2,596-70.2% |
| Participant deferral / active EE | $1,209 | $2,868-57.9% | $3,817-68.3% | $4,027-70.0% |
| Admin fee / account holder | $3,837 | $3,102+23.7% | $3,225+19.0% | $5,403-29.0% |