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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 | $96,921 | $81,870+18.4% | $119,608-19.0% | $68,495+41.5% |
| Participation rate | 48.8% | 71.9%-23.1pp | 79.3%-30.5pp | 67.9%-19.1pp |
| Annual return | -10.25% | -23.82%+13.6pp | -14.98%+4.7pp | -7.84%-2.4pp |
| Employer contribution / active EE | $745 | $2,692-72.3% | $4,232-82.4% | $2,596-71.3% |
| Participant deferral / active EE | $2,981 | $4,148-28.1% | $5,601-46.8% | $4,028-26.0% |
| Admin fee / account holder | $861 | $6,583-86.9% | $10,326-91.7% | $5,403-84.1% |