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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 | $114,652 | $81,870+40.0% | $119,634-4.2% | $68,490+67.4% |
| Participation rate | 33.3% | 71.9%-38.6pp | 79.3%-45.9pp | 67.9%-34.6pp |
| Annual return | -15.84% | -23.82%+8.0pp | -14.98%-0.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $953 | $2,692-64.6% | $4,232-77.5% | $2,597-63.3% |
| Participant deferral / active EE | $2,715 | $4,148-34.5% | $5,601-51.5% | $4,028-32.6% |
| Admin fee / account holder | $6,538 | $6,583-0.7% | $10,329-36.7% | $5,403+21.0% |