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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 | $103,033 | $110,083-6.4% | $151,645-32.1% | $68,490+50.4% |
| Participation rate | 46.4% | 84.0%-37.5pp | 87.5%-41.1pp | 67.9%-21.5pp |
| Annual return | -14.31% | -10.12%-4.2pp | 3.34%-17.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,738 | $4,470-61.1% | $6,165-71.8% | $2,597-33.1% |
| Participant deferral / active EE | $3,078 | $6,526-52.8% | $8,363-63.2% | $4,028-23.6% |
| Admin fee / account holder | $3,855 | $7,718-50.1% | $11,614-66.8% | $5,403-28.7% |