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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 | $99,986 | $81,870+22.1% | $119,634-16.4% | $68,490+46.0% |
| Participation rate | 54.3% | 71.9%-17.6pp | 79.3%-25.0pp | 67.9%-13.6pp |
| Annual return | -17.49% | -23.82%+6.3pp | -14.98%-2.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,042 | $2,692-61.3% | $4,232-75.4% | $2,597-59.9% |
| Participant deferral / active EE | $3,783 | $4,148-8.8% | $5,601-32.5% | $4,028-6.1% |
| Admin fee / account holder | $15,777 | $6,583+139.7% | $10,329+52.7% | $5,403+192.0% |