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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 | $46,426 | $81,870-43.3% | $119,622-61.2% | $68,486-32.2% |
| Participation rate | 55.6% | 71.9%-16.3pp | 79.3%-23.7pp | 67.9%-12.3pp |
| Annual return | -13.31% | -23.82%+10.5pp | -14.98%+1.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $694 | $2,692-74.2% | $4,232-83.6% | $2,597-73.3% |
| Participant deferral / active EE | $2,775 | $4,148-33.1% | $5,601-50.5% | $4,028-31.1% |
| Admin fee / account holder | $2,017 | $6,583-69.4% | $10,328-80.5% | $5,404-62.7% |