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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 | $78,275 | $71,873+8.9% | $86,698-9.7% | $68,490+14.3% |
| Participation rate | 46.0% | 72.2%-26.3pp | 76.6%-30.6pp | 67.9%-21.9pp |
| Annual return | -15.96% | 3.54%-19.5pp | 35.96%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,472 | $2,173-32.3% | $2,837-48.1% | $2,597-43.3% |
| Participant deferral / active EE | $2,573 | $3,779-31.9% | $4,656-44.8% | $4,028-36.1% |
| Admin fee / account holder | $4,548 | $6,110-25.6% | $7,492-39.3% | $5,403-15.8% |