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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 | $77,787 | $110,083-29.3% | $151,645-48.7% | $68,490+13.6% |
| Participation rate | 64.9% | 84.0%-19.0pp | 87.5%-22.6pp | 67.9%-3.0pp |
| Annual return | -15.98% | -10.12%-5.9pp | 3.34%-19.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,118 | $4,470-52.6% | $6,165-65.6% | $2,597-18.4% |
| Participant deferral / active EE | $8,043 | $6,526+23.2% | $8,363-3.8% | $4,028+99.7% |
| Admin fee / account holder | $1,585 | $7,718-79.5% | $11,614-86.3% | $5,403-70.7% |