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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 | $56,757 | $81,870-30.7% | $119,634-52.6% | $68,490-17.1% |
| Participation rate | 56.0% | 71.9%-15.9pp | 79.3%-23.3pp | 67.9%-11.9pp |
| Annual return | -17.71% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,848 | $2,692-31.3% | $4,232-56.3% | $2,597-28.8% |
| Participant deferral / active EE | $3,046 | $4,148-26.6% | $5,601-45.6% | $4,028-24.4% |
| Admin fee / account holder | $8,010 | $6,583+21.7% | $10,329-22.4% | $5,403+48.3% |