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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 | $39,637 | $81,870-51.6% | $119,608-66.9% | $68,495-42.1% |
| Participation rate | 64.7% | 71.9%-7.2pp | 79.3%-14.6pp | 67.9%-3.2pp |
| Annual return | -16.04% | -23.82%+7.8pp | -14.98%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,009 | $2,692-62.5% | $4,232-76.2% | $2,596-61.1% |
| Participant deferral / active EE | $2,812 | $4,148-32.2% | $5,601-49.8% | $4,028-30.2% |
| Admin fee / account holder | $5,792 | $6,583-12.0% | $10,326-43.9% | $5,403+7.2% |