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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 | $72,239 | $59,813+20.8% | $79,580-9.2% | $68,486+5.5% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | -15.26% | -12.30%-3.0pp | 0.15%-15.4pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,013 | $1,505-32.7% | $2,413-58.0% | $2,597-61.0% |
| Participant deferral / active EE | $2,985 | $3,024-1.3% | $3,985-25.1% | $4,028-25.9% |
| Admin fee / account holder | $714 | $4,835-85.2% | $6,835-89.6% | $5,404-86.8% |