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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 | $44,139 | $81,870-46.1% | $119,608-63.1% | $68,495-35.6% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -13.35% | -23.82%+10.5pp | -14.98%+1.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,085 | $2,692-59.7% | $4,232-74.4% | $2,596-58.2% |
| Participant deferral / active EE | $4,449 | $4,148+7.3% | $5,601-20.6% | $4,028+10.5% |
| Admin fee / account holder | $4,757 | $6,583-27.7% | $10,326-53.9% | $5,403-12.0% |